Users & Permissions
On this page we will tell you how to manage Users, Roles, and Permissions in Fast Track CRM.
In this section of Fast Track CRM, you can manage Users, Roles, Teams, and Permissions. These tools help you organise access across different teams and ensure each person has the correct level of visibility and control within the system.
You can access Users & Permissions from Settings in the main menu.
👤 Users
Anyone with the System Administrator role or with Administration & Management permissions can create or modify users.
Within this section, you are able to:
Create single or multiple users at once.
Assign User Roles and Teams.
Modify a user’s roles or teams at any time.
Manually customise individual permissions by selecting or deselecting specific permissions as necessary.
🔄 Permission Accumulation: When a User is assigned to more than one User Role and/or Team, they will accumulate all of the active permissions enabled for those selections.
🔑 User Login & Access
When a user is created, no email or notification is sent. Creating the user only enables access to log in.
On your first login (and on every login attempt), you can choose between:
Google Sign-In, or
Magic login using a one-time code sent to your email (this is a code, not a link).
A new, random, and secure code is generated and sent each time you attempt to log in.
If you experience any login issues, you can contact us using the Support Chat available in your CRM.
🔐 Managing Access to Sensitive Data
In Fast Track CRM, any Segment Field can be marked as Sensitive Data, allowing you to restrict visibility for users who should not access it.
By default, the following fields are considered sensitive:
Last Name
Username
Address
Date of Birth
Email
Phone Number
You can manage which Fast Track users can see this data marked as sensitive, to do so make sure they have the permission enabled for Player Management -> View Sensitive Information
🦸 User Roles
User Roles define a collection of permissions that can be assigned to individual users or entire teams. Each User Role comes with a pre-configured set of permissions. We provide seven default roles:
System Administrator
Developer
CRM
Support
Data Analyst
Compliance
Read Only
On the User Roles page, you can also add a new custom User Role:
⭐ User Role Capabilities & Access Overview
This section gives you a quick summary of what each default User Role is meant to do. The exact permissions that each role includes, can be checked from the section Users & Permissions -> User Roles by clicking on each role.
System Administrator
Full platform access. This role can manage every configuration, integration, and user in Fast Track CRM.
Key capabilities:
Create, update, delete Users, Roles, Teams
Manage Integrations, Alliances, Origins
Access all sections: Activities, Players, Lifecycle versions, Segmentation, Triggers
Configure Data Studio, Private Dashboards, and Analytics
Manage Media, Content Library, Feature Types
Access Testing Portal, Service Portal, and Data Migrations
Typical users: IT leads, senior developers, system owners.
Developer
Focused on system integration, testing, and backend configuration.
Key capabilities:
Access Integration Hub, Alliances, Origins
Perform Data Migrations
Use Live Console and Testing Portal
Create/edit Trigger Events and system automations
Create/edit Feature Types, Player Features, and Computations
Typical users: Backend developers, data engineers, integration specialists.
CRM
Designed for users managing player engagement, communications, and customer journeys.
Key capabilities:
Create/edit Activities, Lifecycles, Email Templates
Segment players, create Trigger Events, manage Segment Fields
Access QA and publish activities
Manage Content Library, Media, Action Groups
View and edit Player Rewards (optional)
Typical users: CRM Managers, CRM Specialists, Campaign Coordinators.
Support
Provides access to player-related information and tools required to assist customers.
Key capabilities:
View player information, timeline, rewards, pending bonuses
Access Service Portal
View/edit certain Player Rewards components
No access to Activities, Segmentation, or Integrations
Typical users: Customer Support agents, VIP managers.
Data Analyst
Focused on analytics, dashboards, and data exploration.
Key capabilities:
Access Activity Insights and performance dashboards
Create/clone/update Private Dashboards
Explore data in Data Studio
Use Query Editor and export data
View, but typically not edit, Activities or Player data
Typical users: BI analysts, performance teams, data teams.
Compliance
Provides monitoring and restricted-level access needed for regulatory oversight.
Key capabilities:
View player data (including sensitive, if enabled)
Access Segments/Trigger Events (view only unless customised)
Access dashboards relevant for AML/KYC/compliance reporting
No access to editing lifecycles, communications, or integrations
Typical users: Compliance officers, AML/KYC teams.
Read Only
A safe role for stakeholders needing visibility but no editing capabilities.
Key capabilities:
View Activities, Players, Lifecycles, Segments, Dashboards.
Typical users: Managers, partners, high-level stakeholders.
👥 Teams
Teams allow you to manage User Roles and permissions for multiple Users at the same time. For example, with Teams, you can grant access to your entire CRM team at once, and if you ever need to manage their access, you can do so in bulk by changing or adding User Roles assigned to that team. Similarly, when someone new joins your CRM team, you can give them all the necessary permissions by simply adding them to the appropriate Teams.
❓ FAQ
1. What happens if a user has multiple roles?
They receive the combined permissions of all roles and teams assigned. Permissions accumulate rather than override each other.
2. Can I manually modify a specific permission for a user?
Yes. You can do this manually by clicking on that specific user from Users tab and selecting or deselecting specific permissions.
3. Why can’t a user see certain fields in Player Management?
Those fields are likely marked as Sensitive Data. Ensure the permission Player Management → View Sensitive Information is enabled for that user or their role/team.
4. What role should I assign to a new CRM team member?
Use the CRM role. Optionally you can add more permissions if needed.
5. Who should have System Administrator access?
Only personnel who truly need full access, as this role can modify users, integrations, and system-level configurations.
6. Can I create custom roles?
Yes. You can create custom roles from scratch and assign them the permissions that you want.
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