ChannelCRM Dokumentation
APIDokumentation
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  1. Logons og Sikkerhed

Oversigt over rettigheder fordelt på roller

Generated: June 17, 2026

Roles Reference#

LevelRoleNameDescription
10AdminAdminAll functions and data
12OwnerOwnerPrimary contactpoint for ChannelCRM
20ConfigConfiguratorLike Admin but not security
30CampaignMgrMktMgrCreate and modify campaigns
40SalesMgrSalesMgrChange KAM in bulk / territory
50ProductMgrProductMgrConfigure products and prices
60KamChangeKAMChangeChange KAM for already assigned KAM
70DeletorDeletorAbility to delete items
90UserUserLowest level access

Controllers with Explicit Role Restrictions#

Admin Only#

ControllerDescription
AspNetRolesControllerManage roles
AuthZeroControllerAuth0 configuration

Admin, Config#

ControllerDescription
ActivityCategoriesControllerActivity categories CRUD
ActTaskCategoriesControllerTask categories CRUD
ApiKeysControllerAPI key management
BusinessUnitsControllerBusiness unit management
CampaignAcceptReasonsControllerCertain endpoints only
CampaignRejectReasonsControllerCertain endpoints only
CurrenciesControllerCurrency management
CustomFieldsControllerCustom field management
CustomListsControllerCustom list management
CustomTabsControllerTab management
DocumentStoresControllerCertain endpoints only
EmployeesRolesControllerRole assignments
EmployeeTeamsControllerTeam management
ExchangeExcludeControllerExchange exclusions
ExchangeGlobalSettingsControllerExchange settings
LeadSourceControllerLead sources
InfoPickActivitiesControllerInfo pick activities
InfoPickCompaniesControllerInfo pick companies
InfoPickContactsControllerInfo pick contacts
InfoPickOpportunitiesControllerInfo pick opportunities
InfoPickProjectsControllerInfo pick projects
EconTemplateDebtorsControllerTemplate debtor management
KpiResultsControllerKPI results (certain endpoints)
EconSettingsControllerCertain endpoints only
ErSettingsControllerCertain endpoints only
ContractsControllerCertain endpoints only

Admin, Config, CampaignMgr (Marketing Manager)#

ControllerDescription
CampaignsControllerCampaign management
CampaignTargetsControllerCampaign target management
CampaignTargetStatusesControllerTarget status management
CVRSegmentsControllerSegment configuration
FileImportsControllerFile imports
CampaignAcceptReasonsControllerAccept reasons management
CampaignRejectReasonsControllerReject reasons management

Admin, Config, ProductMgr (Product Manager)#

ControllerEndpoints
ActivitiesControllerCertain endpoints only
ImportControllerImport operations

Admin, Config, User#

ControllerDescription
BCSettingsControllerBC Settings
CompanyUdefControllerCompany user-defined fields
ContactUdefControllerContact user-defined fields
ContractUdefControllerContract user-defined fields
CustomFieldsControllerCertain endpoints only
CustomTabsControllerCertain endpoints only
ContractsControllerCertain endpoints only
MailChimpControllerMailChimp integration

Admin, Deletor#

ControllerEndpoints
CompaniesControllerDelete operations
ContactsControllerDelete operations
LeadsControllerCertain endpoints (delete)

Admin, Config, SalesMgr#

ControllerEndpoints
LeadsControllerKAM change operations

User Only#

ControllerEndpoints
EconSettingsControllerGetSettings
ErSettingsControllerGetSettings
KpiResultsControllerCertain endpoints only

ODControllers — All Use [Authorize] Only#

All ODControllers use only [Authorize] at class level, requiring authentication but no specific role. These controllers are:

Activities & Results#

ODActivitiesAndResultsController
ODActivitiesController
ODActivityCategoriesController
ODActivityPartiesController

Campaigns#

ODCampaignsController
ODCampaignTargetsController

Companies & Contacts#

ODCompaniesController
ODContactsController
ODCompanyCleanUpController
ODCompanyNaces
ODDiagramContactsController
ODcvrFindCompaniesResultController
ODCVRGetSegmentResultsController

Economic Data#

ODEconDataController
ODERDataController
ODUconDataController

Employees & Roles#

ODEmployeesController
ODEmployeeRolesController

Favorites & Reports#

ODFavoriteReportsController
ODReportsController
ODReportActivitiesController
ODReportCompaniesController
ODReportContactsController
ODReportOpportunitiesController
ODReportProjectsController

Info Pick Controllers#

ODInfoPickActivitiesController
ODInfoPickCompaniesController
ODInfoPickContactsController
ODInfoPickOpportunitiesController
ODInfoPickProjectsController
ODInfoTags

Opportunities & Pipeline#

ODOpportunitiesController
ODOpportunityLinesController
ODPipelineItemsController
ODForecast12ItemsController

Products & Pricing#

ODProductsController
ODPricelistsController
ODPricesController

Projects#

ODProjectsController
ODProjectsPartController

Quotes#

ODQuotesController
ODQuoteLinesController

Sales & Budgets#

ODSalesBudgetController
ODSalesInvoiceLinesPivotController
ODSalesModelStagesController

Time Tracking#

ODTimeTrackItemsController
ODTimeTrackProjectsController

Miscellaneous#

ODBCDataController
ODCalEventsController
ODContractsController
ODLeadsController
ODMergeTemplatesController
ODNACELookups
ODRelationsController
ODSubsidiariesController

Controllers with No Explicit Role Restrictions (Authenticated Only)#

These controllers have [Authorize] without roles at class level, accessible to any authenticated user:

Activity & Tasks#

ActivityPartiesController
ActivitiesController
ActivityCategoriesController
ActTaskCategoriesController

Audio & Documents#

AudioController
DocumentsController
DocumentStoresController

Calendar & Events#

CalEventsController

Campaign Management#

CampaignAcceptReasonsController
CampaignRejectReasonsController
CampaignsController
CampaignTargetsController
CampaignTargetStatusesController
CvrMonitoringController
CVRSegmentsController

Companies & Contacts#

CallerIDLookUpController
CompaniesController
CompanyAccountController
CompanyNacesController
CompanyUdefController
ContactsController
ContactSyncController
ContactUdefController

Configuration & Settings#

BCSettingsController
ComponentStateController
ConfigurationController
CountriesController
CurrenciesController
CustomFieldsController
CustomListsController
CustomTabsController

Economic#

CmdEconController
CmdErController
CmdUconController
CommandsController
EconDebtorGroupsController
EconDelAdressesController
EconEmployeesController
EconProductGroupsController
EconSettingsController
EconTemplateDebtorsController
ErSettingsController
ExchangeExcludeController
ExchangeGlobalSettingsController

Employees & Teams#

EmployeesController
EmployeesRolesController
EmployeeTeamsController

Imports#

FileImportsController
ImportController

KPI & Metrics#

KPIRulesController
KpiResultsController
KpiTemplatesController

Leads#

LeadIncomingController
LeadSourceController
LeadsController

Mail & Integration#

MailChimpController
MailChimpInfoPickController

Merge & Templates#

MergeTemplateCategoriesController
MergeTemplatesController

Projects#

ProjectPartController
ProjectPartPhaseController
ProjectPartPhasePipelineItemsController
ProjectPartRoleController
ProjectPartUdefController
ProjectPhasesController
ProjectPipelineItemsController
ProjectsController
ProjectTypesController
ProjectUdefController

Quotes & Pricing#

OpportunitiesController
OpportunityAcceptReasonsController
OpportunityLinesController
OpportunityQQsController
OpportunityRejectReasonsController
OpportunityUdefController
PipelineItemsController
PricelistsController
PricesController
ProductGroupsController
ProductsController
ProductUdefController
QuotesController

Reports & Search#

DashboardsController
FavoriteReportsController
GlobalSearchController
HistoriesController
ReportsController

Settings#

GDPRController
InfoTagsController
InitializeController
InvoicePivotController
MembershipController
ModulesController
OidcConfigurationController
OutlookController
SequenceFormattingController
SequenceNumbersController
SettingsEmployeeController
SettingsGlobalController
SettingsNotifyController
SidebarController
StartupController
SyncStatesController

Time Tracking#

TimeTrackItemsController
TimeTrackProjectsController

User Management#

AspNetUsersController
AuthZeroController
ApiKeysController

Miscellaneous#

ContractsController
ContractUdefController
DocMsgToMergesController
DocToMergesController
cvrGetContactsOnCompanyResultsController
CVRGetSegmentCountResultsController
cvrGetTradeOnCompanyResultsController
RelationsController
SalesBudgetsController
SalesModelQQsController
SalesModelStagesController
UconDebtorController
UconSettingsController
UconTemplateDebtorsController
UnitsController
viewSalesInvoiceLinesPivotController
Modified at 2026-06-17 20:11:24
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