Team access, "Who did what" log and AI helpers in MJX CRM

This page covers three things in MJX CRM: what each role and permission lets a person do, the "Staff see…" privacy switch with the Who did what log, and the AI helpers page that lists every AI agent in the CRM.

#Roles in the CRM

#What each CRM permission allows

Give a job its permissions under Sidebar › Settings › People & roles › Roles & permissions, then give the job to a person on the People screen. The permission is checked on the website, on every CRM address typed by hand, in the API the CRM pages use and in the MJX CRM app — not only in the menu.

The Setup screens — Web forms, Where enquiries come from, Auto actions, Auto messages, Follow-up messages, Telephony (click to call and the calling connection) and AI caller settings, Stages & fields, Who did what, API & webhooks, connect AI tools (MCP) — are for the Owner and Admins only, whatever job a person holds.

The sidebar shows a person only the CRM screens they can open: the menu and the screen ask the same question, so a row is never shown that then refuses.

#When someone opens a screen they may not use

A page shows "This screen is not part of your job" with Go back and Take me home. A Setup screen says: "You do not have permission to change the CRM setup. Only the owner or an admin can."

In the app, and in the CRM's own buttons, the answer is a message such as "You do not have permission to add enquiries. Ask an owner to add it to your job on the People screen."

Each refusal is written to Who did what as Was refused a screen or action (who, which permission, which screen — once every 10 minutes per person and screen), so you can see what people tried to open.

#Staff see…

The page Access & who did what starts with Staff see…. Owners and admins always see every enquiry; this choice is about your staff.

Whichever you choose, it applies everywhere a staff member sees enquiries: the list and search, each enquiry's page, Contacts, Documents (files on enquiries), Tasks and Meetings that are not given to anyone, Reports, Analytics, Excel export, Ask AI and the MJX CRM app.

#Steps to change who sees which enquiries

1. Open Who did what.
2. Pick one of the two choices.
3. Press Save.

With Only the enquiries given to them, a staff member who opens someone else's enquiry sees: "That lead is given to someone else. Ask an owner or admin to give it to you." This applies on the website and in the MJX CRM app.

This switch is on every plan. Only the Owner or an Admin can change it ("Only an owner or admin can change who sees which leads.").

#Who did what (audit log)

The Who did what section records actions that touch many enquiries at once, or change who is billed or what is shared:

Each row shows what was done, how many enquiries, when, and who (click a name to see only that person's actions).

#How to filter the log

1. Pick an action in the first list ("Everything" shows all).
2. Pick a person in the second list ("Everyone" shows all).
3. Press Show. Press Clear to go back.

The newest 200 entries are shown — narrow it with the filters for older ones.

#AI helpers

The AI helpers page (Apps › MJX CRM › CRM settings › AI helpers) shows every AI helper in the CRM on one card each: what it does, whether it is On, Off or needs Pro, where to set it, and an Open settings → button (or See MJX CRM Pro →).

"Nothing here messages anybody without a rule or a person behind it."

An AI assistant of your own (Claude, Cursor and others) can also read and record enquiries — see MCP server.

More on each: AI caller, Ask AI, Automation, Calls and telephony.

#Good practice

• Give each counsellor or salesperson their own login — never share one. The log can only tell you who did what if everyone signs in as themselves.
• Check Who did what once a week for exports and bulk messages you did not expect.
• Use Only the enquiries given to them when staff work on commission or when parents' numbers must stay private.

#Questions people ask