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    Settings

    Users and permissions

    Give WordPress users access to the CRM, and choose exactly what each of them can see and change.

    Marker CRM doesn’t use WordPress roles to decide who can do what. You give each WordPress user access here, and tick the permissions they need.

    Open it from Settings → Users and permissions.

    The Users and permissions list, with each user’s name, role, email and permissions, and the Add user button

    Who has access

    Section titled “Who has access”
    • WordPress administrators — anyone who can manage the site’s options — always have every permission. They aren’t listed here, and you can’t limit them.
    • Everyone else has no access until you add them here. Once they have at least one permission, Marker CRM appears in their WordPress admin menu, showing only the screens their permissions allow.

    Give someone access

    Section titled “Give someone access”
    1. Click Add user.
    2. Under User, type at least three letters of their email address and pick them. The search only finds WordPress users who aren’t administrators and don’t have access yet.
    3. Tick their permissions. Check all ticks everything; the box beside each group ticks that whole group.
    4. Click Add.

    They need an existing WordPress account. To add someone new, create their account under Users → Add New in WordPress first. The Subscriber role is enough.

    The permissions

    Section titled “The permissions”
    Group Permissions
    Dashboard Manage — see the dashboard.
    Contacts View, Edit, Delete, Import, Export
    Companies View, Edit, Delete, Import, Export. Only listed while the Companies add-on is on.
    Tags, lists & segments View, Edit, Delete
    Custom fields View, Edit, Delete
    Campaigns & templates View, Edit, Delete, Send
    Automations View, Edit, Delete
    Logs View, Delete
    Reports View
    Settings Manage — every screen under Settings, plus Add-ons.

    Some permissions include others

    Section titled “Some permissions include others”

    Ticking a permission also ticks the ones it needs. Those show a lock and the word Implied:

    • Edit includes View.
    • Delete, Import and Send include Edit, and so View too.
    • Export includes View.

    So a user with Campaigns & templates → Send can also edit and view campaigns.

    Edit or remove access

    Section titled “Edit or remove access”

    Each row’s menu has:

    • Edit permissions — change what they can do, then Save.
    • Remove access — they keep their WordPress account but lose the CRM.

    The menu isn’t shown on your own row. You can’t change your own permissions.

    Managers who aren’t administrators

    Section titled “Managers who aren’t administrators”

    Someone with Settings → Manage can add and edit other users, but they can only give permissions they hold themselves. A manager without Export can’t give Export to someone else.

    Examples

    Section titled “Examples”
    Role Permissions to tick
    Marketer Contacts → Export, Tags, lists & segments → Edit, Campaigns & templates → Send, Automations → Edit, Reports → View
    Support agent Contacts → Edit, Logs → View
    Read-only reviewer Dashboard → Manage, Contacts → View, Reports → View