If you use apps inside your CRM, having clear control over who can access what can save time, reduce confusion, and help keep your business running smoothly. This update makes it easier to decide whether your team sees every available app or only the ones you’ve approved.

📌 Why This Matters

Small business owners often want flexibility without losing oversight. If every app is available by default, team members may end up using tools you haven’t reviewed yet. With this setting, you can keep app access more organized, avoid surprises, and make sure your staff only uses tools that fit your business.

✨ What’s New

• Approved-apps-only option: You can choose to show only the apps you’ve approved for your account users.
• All apps in one view: Review every available app and its approval status from one screen.
• Simple approval controls: Approve or remove access to apps directly from the list.
• Search and filters: Quickly find specific apps when managing a longer list.
• Clearer access settings: Instead of older approval rules, you now choose between allowing all apps or limiting access to approved ones only.

🛠️ How to Use It

1. Step 1: Open your CRM app settings and go to the app access management section.
2. Step 2: Decide whether you want all apps available or only the apps you approve.
3. Step 3: Turn on the approved-apps-only setting if you want tighter control over what your team can access.
4. Step 4: Review the full app list and check each app’s current approval status.
5. Step 5: Use the approve or disapprove option to decide which apps should be available to your users.
6. Step 6: Use search and filters to find apps faster, especially if you have a larger list to review.

💡 Pro Tip

Review your approved app list once a quarter so your team only uses tools that support your current operations, reduce wasted subscriptions, and help protect profit margins.