User Role

The system has already created some pre-defined user roles with different levels of access right, which includes sales manager, salesperson, emarketer and etc.



Default User Roles

Sales Manager This type of user has full control on the system, which includes:
  • User Administration
  • Product Administration
  • Access Rights Administration
  • Data Structure Administration
Salesperson The type of user mainly handles and distributes sales enquiries.
E-Marketing Manager This type of user mainly organizes marketing events.
E-Marketer This type of user mainly sends newsletter.
Contact Manager This type of user mainly follows up customers' contact information.


Available Modules to Default User Roles

  Sales Manager Salesperson E-Marketing Manager E-Marketer Contact Manager
Lead Yes Yes      
Opportunity Yes Yes      
Company Yes Yes      
Contact Yes Yes Yes Yes Yes
Customer Yes Yes      
Forecast Yes Yes      
Activity Yes Yes      
Campaign Yes Yes Yes Yes  
Report Yes Yes      
Fax Yes Yes      
Admin Yes   Yes    


Available Functions in Admin to Default User Roles

  Sales Manager Salesperson E-Marketing Manager E-Marketer Contact Manager
Account Yes   Yes    
User Yes   Yes    
Access Control Yes   Yes    
Data Field Yes Yes Yes Yes Yes
Product Yes Yes      
Online Lead Yes Yes      
Fax Yes Yes      
Opt-in Form Yes Yes Yes Yes Yes
Others Yes Yes      


Available Functions in Tools to Default User Roles

  Sales Manager Salesperson E-Marketing Manager E-Marketer Contact Manager
Data Import Yes Yes Yes Yes Yes
Data Export Yes Yes Yes Yes Yes
Documents Yes Yes Yes    


Available Functions in My Setup to Default User Roles

  Sales Manager Salesperson E-Marketing Manager E-Marketer Contact Manager
Password and Security Yes Yes Yes Yes Yes
Lead Queue Yes Yes      
Bookmark Yes Yes Yes Yes Yes
Email Account Yes Yes Yes Yes  
Template Yes Yes Yes Yes  
Group Yes Yes Yes Yes Yes
Dashboard Yes Yes      
User Advanced Settings Yes Yes Yes Yes Yes
Delivery Timetable Yes Yes Yes Yes  
SMS Delivery Region Yes Yes Yes Yes  


Create or Modify User Roles

You can create new user roles or modify existing user roles at the section of User in Admin panel.


Step 1: Enter "User"

Enter User section in Admin.

Click "Admin" at the top right corner
Select "User"

Step 2: Create a New User Role

Create new user roles by clicking the Create User Role button at the top right corner.

Click "New User Role"

Step 3: Name the User Role

Set the user role name and give it some description (if needed).

Enter the user role name

Step 4: Enable Functions

Enable functions for this user role.

Check functions you want to enable

Tips

For example, if you have disabled the functions Edit and Delete, the corresponding function buttons will be inactivated.

Before After

Hierarchy Structure

The following diagram illustrates a general case in companies.

Role Hierarchy

You could build such hierarchy structure through the field Report To in user profile.


Step 1 : Edit the User

In User List of User section, click the Edit button to modify the user profile.

Edit a user

Step 2: Choose the Supervisor

Choose the supervisor of this user in the Report To field.

Set whom this user is reported to