---
title: "Grant Local CRM permissions"
slug: "content-grant-local-crm-permissions"
updated: 2026-07-23T10:06:50Z
published: 2026-07-23T10:06:50Z
canonical: "help.8x8.com/content-grant-local-crm-permissions"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.8x8.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Grant Local CRM permissions

8x8 Contact Center administrators grant Local CRM permissions to agents and supervisors to manage customer data such as cases, customers, and tasks accessible to agents via 8x8 Agent Console. 8x8 Contact Center administrators grant the permissions to view, create, edit, or delete customer data in 8x8 Configuration Manager via **Users > CRM**.

**To grant Local CRM permissions to an agent or supervisor:**

1. From the **Configuration Menu**, open **Users**.
2. Find and click ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon_edit_18x18.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A26Z&se=2026-11-03T22%3A52%3A26Z&sr=c&sp=r&sig=UCdVhR2iM%2FtJn68mUVEGVAPp86F8cjN0%2FlSVtDw5zHA%3D).
3. Grant the desired permissions to the agent. The following table summarizes the permissions:

| CRM Tab | Description |
| --- | --- |
| Case | Select or change from the following permissions to define an agent's access to case data: - View - Create - Edit - Delete - Create a Follow-up - Change status - Create a report - Download a report: Agents can continue to run the report even if the ability to download a report is disabled. If you disable any of the above controls, the agent cannot see the corresponding feature in **8x8 Agent Console**. > [!NOTE] > Note: > > To revoke or edit the case permissions, you have to unsubscribe the agent from all queues to avoid any conflict. Only supervisors can view a Monitoring tab. |
| Task | Select or change from the following permissions to define an agent's access to Task data: - View - Create - Edit - Delete - Change status - Create a report - Download a report If you disable any of the above controls, the agent cannot see the corresponding feature in **8x8 Agent Console**. > [!NOTE] > Note: > > An agent is able to clone tasks in **8x8 Agent Console** if the administrator grants the permission to create and edit tasks to that agent. |
| Customer | Select or change permissions to view, modify, and delete customers data. - View - Create - Edit - Delete - Create a report - Download a report If you disable any of the above controls, the agent cannot see the corresponding feature in **8x8 Agent Console**. |
| Monitoring | Select the permission to view monitoring. |