Rebuild Jetpack CRM role permissions

There’s a plethora of reasons to why Jetpack CRM role permissions might have become outdated/corrupted. Some common reasons are:

• You might be using a user role editor plugin that changed the default Jetpack CRM role permissions
• You may have rolled back your database after updating Jetpack CRM, which may have reverted some role permission changes
• Another plugin is interfering with Jetpack CRM role permissions in some way

If you’re curious, you can find all Jetpack CRM roles and their default/expected permissions in this file on your server: /wp-content/plugins/zero-bs-crm/includes/ZeroBSCRM.Permissions.php

Jetpack CRM has a built-in way to rebuild the Jetpack CRM roles. Before doing that, please be aware that:

• If you, or a plugin or theme you’re using, have made any changes or customizations to the Jetpack CRM roles, rebuilding Jetpack CRM roles will revert those changes/customizations.
• We highly recommend trying this on a staging site first and making sure the site still functions as expected after rebuilding the Jetpack CRM roles. We also recommend using Jetpack VaultPress Backup to backup your site before rebuilding Jetpack CRM user roles, since you’ll be able to restore the site from that backup if anything goes wrong.

Once you’ve taken all recommended precautions, you can follow these steps:

1. Go to Jetpack CRM > System Assistant, or hover over your Gravatar (profile image) at the top of any Jetpack CRM admin page and select “System Assistant”.
2. Click the “System Status” tab.
3. Scroll down to the “Administrator Tools” section.
4. Click the “Re-build User Roles” button.