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How to Grant Module Builder Access to Users (CRM)

This guide explains how to grant Module Builder access to users who are receiving 'Access Denied' errors when trying to use Module Builder functionality in Dazos.

Before You Begin

  • You must have administrative permissions to manage user roles and permissions

  • Identify which user needs Module Builder access

  • The user experiencing the issue should be available to test the solution after implementation

  1. Log in to your Dazos CRM instance and go to Settings → Users.

  2. Locate the user and click the Edit (pencil icon) next to their name.

  3. In their profile, verify their role is set to Admin, Executive, or Director — only these roles have access to Module Builder. If their role is different, update it accordingly.

  4. Click Save to apply the changes.

Note: Please make sure the person requesting this change is an Admin, Executive, or Director themselves, as only those roles are authorized to request and perform Module Builder access changes.

Instruct User to Log Out and Back In
Contact the user and ask them to log out of their Dazos session completely, then log back in for the permission changes to take effect.

Verification / Expected Result

After the user logs back in, they should be able to access Module Builder functionality without receiving the 'Access Denied' error message. The Module Builder features should now be available in their interface.

Troubleshooting / Common Errors

User still seeing 'Access Denied' after logging back in:

  • Verify that the role permissions were saved correctly

  • Check if there are multiple permission levels that need to be updated

  • Ensure the user is completely logged out (not just closed the browser tab)

  • Clear the browser cache and cookies if the issue persists

Cannot find Module Builder permissions:

  • Contact Dazos support for assistance with locating the correct permission settings

  • Module Builder access may be controlled at a different permission level than expected

Related Resources

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