Doc. Number | Article Title | Effective Date | Version |
FHC-XX | Roles | July 23, 2024 | 0.4 |
This article was developed to review what roles do within the CRM. This article is divided into the following sections:
Overview
Roles define the user permissions or abilities in the CRM system. Depending on the settings administered here the user will have access to varying information or functionality within the CRM.
To begin, click on the Admin Tab and then click "Roles" available in the Navigation Bar.
The top left of the "Roles" page should look similar to the image shown below.
Create New
Below the navigation bar, you will find empty input fields for some items to create a new Role.
- Role Name - Input the name as you want 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 help define company hierarchy.
- Default Notes Type - Set a role's default note type; a user can always select another note type when entering.
- Assignable - This allows you to assign a user to contacts secondarily by role.
Edit Existing
On the navigation bar of the Roles page, you will find a dropdown menu listing the current Roles. To edit, you would select the Role from the dropdown menu and make your changes to the role.
After editing the role, click Save (see red highlighted area in the image above). If you are creating a New role, you would click "Save as New". You may also delete but be aware that you will not be able to recover the lost parameters.
Modules / Permissions
For each role, you will activate the Module/Tab (left-most column) and then activate permissions for functionality within that tab. The example below shows users' permissions under the Contacts Module/Tab. You may check the box next to the word "Contacts" to activate all permissions in that section. OR, you may select specific permissions by selecting specific checkboxes throughout the section. Be sure to review the different permissions and decide if the users with that role should have access.
In the image below, we gave this user access to "Add Notes" but not "Delete Notes" (see the red arrows in the left column). You likely want to provide lower-level users with access to create data in the CRM but limit who can 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 email Support@setforth.com.
Article Version History:
Version | Date: | Description |
Basic | 12/26/2016 | Initial Release |
0.1 | 08/18/2022 | Minor Updates |
0.2 | 04/20/2023 | Added header and version control footer; replaced all screenshots to better reflect the current user interface; updated email address to match the new email domain. |
0.3 | 10/12/2023 | Refreshed the "Contacts" screenshot (last on the page) to reflect the current options available. Refreshed additional screenshots for improved legibility. |
0.4 | 07/23/2024 | Refreshed the initial screenshot in this article and made minor grammatical updates for clarity. |