Deal Visibility by Department Setup in Bitrix24
A retail manager opens the CRM and sees all company deals — wholesale contracts, tenders, partnership agreements. He confuses his deals with others', accidentally edits someone else's card, sees amounts he shouldn't know about. The opposite situation: a department head can't see his team's deals and can't control their work. Both problems are solved by configuring access rights in CRM.
Access Levels in CRM
Bitrix24 manages access through roles and rights. A role is a set of permissions (what you can do: read, edit, delete, export). Rights define where the role applies (whose deals are visible: yours, your department's, subunits, all).
Standard deal access levels:
| Level | What an employee sees |
|---|---|
| Own | Only deals where they are responsible |
| Own department | Deals of all department members |
| Own department and subunits | Department deals + nested subdivisions |
| All | All CRM deals |
Setting Up Roles
Roles are created in CRM → Settings → Rights → Access Rights. Typical set:
- Manager — read and edit own deals, add new ones. Can't see others' deals.
- Department Head — read and edit deals of their department and subunits. Can reassign responsible party.
- Director — full access to all deals, including export and deletion.
- Observer — read all deals without ability to edit.
Each role is configured separately for deals, contacts, companies, leads, proposals.
Assigning Roles to Structure
Roles are assigned not to individual users, but to departments from organizational structure. This is key: if the company structure in B24 isn't set up or employees aren't distributed by department — rights won't work.
Process:
- Company Structure — create departments in "Company → Structure". Distribute employees.
- CRM Roles — create needed roles with rights.
- Assignment — bind role to department or specific employee in CRM rights settings.
Multiple Funnels and Rights
If CRM has multiple funnels (retail, wholesale, tenders), rights can be differentiated at deal direction level. Retail managers see only their funnel, wholesale department — theirs. Configured via conditions in rights: use "Deal Direction" field as visibility filter.
Typical Mistakes
- Structure not set up. All employees in one department → "own department" = all deals. First, organize the structure.
- Rights assigned to user, not department. When employee leaves or transfers, rights won't update automatically.
- Forgot about contacts and companies. Limited deal access, but contacts remain open — manager sees entire client base.
What We Configure
- Audit of current company structure and employee distribution by department
- CRM role creation: manager, department head, director, observer
- Access right configuration for deals, contacts, companies
- Access differentiation by funnel
- Verification: testing under different role accounts
- Documentation: access matrix