How to Create Custom Roles in Frappe CRM?

swiftalker · June 6, 2026, 6:59am

Hi everyone,

I’m currently using Frappe CRM (latest version) integrated with ERPNext.

I noticed that when adding users in CRM Settings → Users, the available CRM roles are only:

Sales User
Sales Manager
Administrator

I initially thought these roles were linked to ERPNext/Frappe Framework roles, but it seems they are CRM-specific roles.

My use case is:

Sales Team → Sales User
Surveyor → Custom role
Estimator → Custom role
Project Coordinator → Custom role

Is it possible to create additional CRM roles that appear in the Frappe CRM user role dropdown?

If not, what is the recommended approach?

Should we:

Keep everyone as Sales User and manage access through ERPNext/Frappe Roles + Role Permission Manager?
Customize Frappe CRM source code to introduce new CRM roles?
Use Sales Hierarchy and User Permissions instead?

Any guidance or best practices would be appreciated.

asieftejani · June 6, 2026, 9:09am

Hi @swiftalker

CRM works on top of the Frappe Framework so these should work “theoretically”: -

Under the framework icon explore the Users module - Users and Permissions and Role Based Permissions

Hope it helps

swiftalker · June 9, 2026, 10:57am

I think, there only System Manager, Sales Manager, and Sales User..

github.com/frappe/crm

crm/api/session.py

bf14db640


      
          import frappe
          from frappe import _
          
          CRM_ALLOWED_ROLES = ["System Manager", "Sales Manager", "Sales User"]
          
          
          def get_session_role_flags():
          	roles = set(frappe.get_roles())
          
          	if not roles.intersection(set(CRM_ALLOWED_ROLES)):
          		frappe.throw(_("You are not permitted to access CRM resources."), frappe.PermissionError)
          
          	return {
          		"is_system_manager": "System Manager" in roles,

and no compromise about this..

asieftejani · June 9, 2026, 11:54am

Hi @michelle

Can you please confirm if the above is correct?
If yes - wondering what could be the reason behind that design decision?
To an outsider like me it seems we are not able to capitalize on the power of the framework

Thanks