Introduction
The System has predefined roles that can be assigned to Users. Roles have defined access to the Customer Relationship Management (CRM) Menus. Staff can be assigned multiple roles and will then have multiple system access.
User Role CRM Menu Access
The following table provides the default CRM Menu and Feature access information for each of the relevant User Roles.
| User Role | Menu Access | Details |
|---|---|---|
| Marketing | CRM Home | Search and Manage (View, Update, Delete) Lead related activities. |
| Leads Home | Search, Create, and Manage (View, Update, Delete) Leads. Manage Leads documents, Lead Status, and Bulk Lead Email/SMS. | |
| Marketing Campaign | Create and Manage Marketing Events. | |
| Calendar | Create events/appointments and assign them to other staff. | |
| Activity | Create and Manage Lead related activities. | |
| CRM Bulk Import | Import leads from a spreadsheet. | |
| Admin | CRM Home | Search and Manage/Update Lead related activities. |
| Leads Home | Search, Create, and Manage (View, Update, Delete) Leads. Manage Leads documents, Lead Status, and Bulk Lead Email/SMS. | |
| Marketing Campaign | Create and Manage Marketing Events. | |
| Calendar | Create events/appointments and assign them to other staff. | |
| Activity | Create and Manage Lead related activities. | |
| CRM Bulk Import | Import leads from a spreadsheet. | |
| SAdmin | CRM Home | Search and Manage/Update Lead related activities. |
| Leads Home | Search, Create, and Manage (View, Update, Delete) Leads. Manage Leads documents, Lead Status, and Bulk Lead Email/SMS. | |
| Marketing Campaign | Create and Manage Marketing Events. | |
| Calendar | Create events/appointments and assign them to other staff. | |
| Activity | Create and Manage Lead related activities. | |
| CRM Bulk Import | Import leads from a spreadsheet. | |
| Dashboard | View a summary of categorised sales information by closed sales, monthly sales by product, sales by agent, top 50 sales by agent and a monthly sales leader-board. | |
| Monthly Target | Create, Manage, and Assign targets for Staff. | |
| Setup | Setup tasks for information which will be used in the CRM feature. | |
| Assign Staff | Assign Staff to different locations/venues. |
Additional CRM Permissions
Super administrators can modify the following permissions related to CRM in addition to the default Role Access.
- View CRM Dashboard
- Allow staff to do CRM admin task (Assign Staff, Setup, Monthly Target)
- Redirect staff to CRM dash board after login
| Panel | ||||||||
|---|---|---|---|---|---|---|---|---|
| ||||||||
|
| Panel | ||||||||
|---|---|---|---|---|---|---|---|---|
| ||||||||