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

On this page

Related topics

Browser not supported