Roles

This article was developed to review the roles within the CRM. This article is divided into the following sections:

• Overview
• Create New
• Edit Existing
• Modules / Permissions

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 section of the "Roles" page should resemble 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 the company hierarchy.
• Default Notes Type - Set a role's default note type; users can always select an alternative 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 a role, select that Role from the dropdown menu and make your changes to the role.

After editing the role, click Save (see red highlighted item 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.

NOTE: We do not maintain a central list of all available roles in the CRM, as most of them are custom-made for specific accounts.

Modules / Permissions

For each role, activate the Module/Tab (left-most column) and then enable permissions for the desired 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 (see item #1 in the image below). OR, you may select specific permissions by selecting specific checkboxes throughout the section. Review the different permissions and decide if the users with that role should have access. 

In the redacted example image below, we gave this user access to "Add Notes" but not "Delete Notes" (see the 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.

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