Consider adding toggle options for every setting tab and navigation menu option within the CRM. For instance, if there are empty sections like "Business Services," they should be hidden unless there's relevant content. This level of customization can be achieved by creating custom roles and assigning them to users, allowing for more specific granular permissions beyond the basic "User Permissions".
You can assign these roles to anyone within the software.
For example, disabling the "Settings" tab restricts clients from accessing media uploads. Having a toggle option for each setting option, navigation menu option, and tab within every navigation menu would provide precise control over user access.
To improve this feature, consider incorporating a preview screen that shows how the software would appear with certain elements blocked from view. This way, users can visualize the impact of their permission settings before implementing them.
In cases where compatibility issues arise, such as one tab needing another (e.g., the Surveys tab for the Forms tab), consider implementing notifications or alerts to inform users of such dependencies.