所有权限列表
表格说明
name: 权限中文名称，对应一种业务权限。
subject: 操作的对象模块名，对应业务模块，是业务名称英文下划线小写字母组成的单词。
action： 权限对应的具体操作，一般情况： show=查看， edit=编辑， destroy=删除， create=新增，
update=更新，crud=增删改查，merge=合并，enable=开启，disable=禁用，import=导入，export=导出
| name | subject | action | - |
|---|---|---|---|
| 编辑客户资料 | customer | edit | - |
| 查看客户资料 | customer | show | - |
| 删除客户 | customer | destroy | - |
| 创建客户 | customer | create | - |
| 编辑联系人资料 | contact | edit | - |
| 查看联系人资料 | contact | show | - |
| 删除联系人 | contact | destroy | - |
| 创建联系人 | contact | create | - |
| 编辑商机资料 | opportunity | edit | - |
| 查看商机资料 | opportunity | show | - |
| 删除商机 | opportunity | destroy | - |
| 创建商机 | opportunity | create | - |
| 编辑合同资料 | contract | edit | - |
| 查看合同资料 | contract | show | - |
| 删除合同 | contract | destroy | - |
| 创建合同 | contract | create | - |
| 编辑任务 | task | edit | - |
| 查看任务 | task | show | - |
| 删除任务 | task | destroy | - |
| 创建任务 | task | create | - |
| 新增部门 | department | create | - |
| 合并部门 | department | merge | - |
| 编辑部门 | department | edit | - |
| 新建用户 | user | create | - |
| 新建角色 | role | create | - |
| 编辑角色 | role | edit | - |
| 删除角色 | role | destroy | - |
| 查看角色下用户 | role | show_users | - |
| 新增字典 | field_map | create | - |
| 自定义业务参数设置 | field_map | crud | - |
| 启用字典 | field_map | enable | - |
| 禁用字典 | field_map | disable | - |
| 新增 IP 地址 | ip_whitelist | create | - |
| 删除 IP 地址 | ip_whitelist | destroy | - |
| 开启 IP 登入限制 | ip_whitelist | enable | - |
| 关闭 IP 登入限制 | ip_whitelist | disable | - |
| 日志查询 | log | show | - |
| 编辑销售线索资料 | lead | edit | - |
| 查看销售线索资料 | lead | show | - |
| 删除销售线索 | lead | destroy | - |
| 创建销售线索 | lead | create | - |
| 公告设置 | announcement | crud | - |
| 编辑产品 | product | edit | - |
| 新建产品 | product | create | - |
| 删除产品 | product | destroy | - |
| 编辑公司信息 | organization | edit | - |
| 客户公海设置 | settings | customer | - |
| 许可信息 | organization | licence | - |
| 报表中心 | report_center | show | - |
| 工作报告 | schedule_reports | show | - |
| 导入客户 | customer | import | - |
| 导出客户 | customer | export | - |
| 导入联系人 | contact | import | - |
| 导出联系人 | contact | export | - |
| 导出商机 | opportunity | export | - |
| 导入线索 | lead | import | - |
| 导出线索 | lead | export | - |
| 导出合同 | contract | export | - |
| 查看角色 | role | show | - |
| 查看产品 | product | show | - |
| 查看公司信息 | organization | show | - |
| 查看活动 | social_share | show | - |
| 新增活动 | social_share | create | - |
| 编辑活动 | social_share | edit | - |
| 删除活动 | social_share | destroy | - |
| 分享活动 | social_share | share | - |
| 查看组织架构 | user_center | show | - |
| 组织架构管理 | user_center | edit | - |
| 设置业务目标 | business_goal | edit | - |
| 查看业务目标 | business_goal | show | - |
| 设置业绩目标 | business_goal | edit | - |
| 查看业绩目标 | business_goal | show | - |
| 自定义业务字段设置 | custom_field_setting | crud | - |
| 客户查重设置 | settings | customer_duplicate | - |
| 导入至客户公海 | settings | import_customer_common | - |
| 转移至客户公海 | settings | turn_customer_common | - |
| 转移客户给他人 | customer | transfer | - |
| 转移商机给他人 | opportunity | transfer | - |
| 转移线索给他人 | lead | transfer | - |
| 转移合同给他人 | contract | transfer | - |
| 数据上报设置 | data_report | crud | - |
| 产品分类配置 | product_category | crud | - |
| 合同审批设置 | settings | contract_approve | - |
| 导入商机 | opportunity | import | - |
| 导入产品 | product | import | - |
| 导出产品 | product | export | - |
| 导入合同 | contract | import | - |
| 工作报告设置 | settings | report_config | - |
| 导出工作报告 | schedule_report | export | - |
| 导入跟进记录 | revisit_log | import | - |
| 导出跟进记录 | revisit_log | export | - |
| 公告设置 | announcement | show | - |
| 报表中心导出 | report_center | export | - |
| 工作报告编辑 | schedule_report | crud | - |
| 查看客户公海 | settings | show_customer_common | - |
| 查看文档 | knowledge_article | show | - |
| 编辑文档 | knowledge_article | edit | - |
| 新增文档 | knowledge_article | create | - |
| 置顶文档 | knowledge_article | change_status | - |
| 删除文档 | knowledge_article | destroy | - |
| 板块管理 | knowledge_section | crud | - |
| 删除跟进记录 | revisit_log | destroy | - |
| 呼叫中心设置 | call_center | crud | - |
| 关闭轻应用 | liteapp | close | - |
| 发送短信 | sms | send | - |
| 短信设置 | sms | setting | - |
| 转成客户 | lead | turn_to_customer | - |
| 删除已批阅工作报告 | schedule_report | delete_marked | - |
| 签名设置 | sms_identity | crud | - |
| 限额配置 | sms_quota | crud | - |
| 新增模板 | sms_template | create | - |
| 删除模板 | sms_template | delete | - |
| 客户合并 | customer | merge | - |
| 自定义业务管理 | settings | custom_features | - |
| 配置回款计划 | received_payment_plan | crud | - |
| 导入回款计划 | received_payment_plan | import | - |
| 导出回款计划 | received_payment_plan | export | - |
| 查看回款记录 | received_payment | show | - |
| 新增回款记录 | received_payment | create | - |
| 编辑回款记录 | received_payment | edit | - |
| 删除回款记录 | received_payment | destroy | - |
| 导入回款记录 | received_payment | import | - |
| 导出回款记录 | received_payment | export | - |
| 查看开票记录 | invoiced_payment | show | - |
| 新增开票记录 | invoiced_payment | create | - |
| 编辑开票记录 | invoiced_payment | edit | - |
| 删除开票记录 | invoiced_payment | destroy | - |
| 导入开票记录 | invoiced_payment | import | - |
| 导出开票记录 | invoiced_payment | export | - |
| 节日祝福配置 | sms_template_festival | config | - |
| 生日祝福配置 | sms_template_birthday | config | - |
| 查看报销单 | expense_account | show | - |
| 新建报销单 | expense_account | create | - |
| 编辑报销单 | expense_account | edit | - |
| 删除报销单 | expense_account | destroy | - |
| 查看费用 | expense | show | - |
| 新建费用 | expense | create | - |
| 编辑费用 | expense | edit | - |
| 删除费用 | expense | destroy | - |
| 设置业绩提成 | sales_commission | setting | - |
| 提成计算 | sales_commission | edit | - |
| 查看业绩提成 | sales_commission | show | - |
| 导出报销单 | expense_account | export | - |
| 导出费用 | expense | export | - |
| 订阅/取消风险信息 | business_query_subscription | subscription | - |
| 查看风险信息 | business_query_subscription | show | - |
| 自定义业务模版设置 | custom_template_setting | crud | - |
| 打印商机 | opportunity | - | |
| 打印合同 | contract | - | |
| 打印报销单 | expense_account | - | |
| 自定义打印模版设置 | print_template | crud | - |
| 搜客宝设置 | soukebox | setting | - |
| 导入至线索池 | settings | import_lead_common | - |
| 线索池设置 | settings | lead | - |
| 转移至线索池 | settings | turn_lead_common | - |
| 查看线索池 | settings | show_lead_common | - |
| 自定义业务标签管理 | label | crud | - |
| 查看活动 | social_promotion | show | - |
| 新增活动 | social_promotion | create | - |
| 编辑活动 | social_promotion | edit | - |
| 删除活动 | social_promotion | destroy | - |
| 排名类报表设置 | report_center | setting | - |
| 流量额度设置 | yingxiaoyun_soukebox | setting | - |
| 导出企业 | enterprise | export | - |
文档更新时间: 2025-04-29 14:18 作者：姜河
