Location: Admin tab > Roles page
Roles define the user permissions or abilities in the system. Depending on the settings administered here the user will have access to varying information or functionality within the CRM.
Create New
Below navigation bar you will find a empty input fields for some items to create a new Role.
- Role Name - Input the name as you would like it to appear when referenced throughout the CRM.
- Parent Role - Selecting another role here will make that role the level above the one you are creating or editing, this can be used to help define company hierarchy.
- Default Notes Type - Set the default type of note a role will use; a user can always select another note type when entering.
- Assignable - Allows you to assign a users to contacts secondarily by role.
Edit Existing
On the navigation bar of the “Roles” page you will find a drop-down menu listing the current existing Roles, to edit you would select the Role from the drop down and click the edit button directly to the right. After editing the role you must click save. You may also delete but please understand you will not be able to recover the lost parameters.
Modules / Permissions
For each role you will want to activate the Tab (left most column) and then activate permissions for functionality within that tab. In the example pictured below we are viewing the permissions for a user under the contacts tab. We have the "Contacts" tab activated (box checked) and then we have a series of permissions enabled within the Contacts Tab. You will want to review the different permissions and decide if the users with that role should have access to them. In the image below for example we are giving this user access to "Add Notes" but not "Delete Notes". You most likely want to provide access to create data in the CRM for lower level users but limit who is able to delete information to higher level admin users.
*Note: We do not list all the available permissions here as we update or change them regularly. If you have questions about any permissions please submit a public question from this article. Please keep in mind as a public question you will want to exclude any specific information about your account.