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

Available Modules to Default User Roles

 Sales ManagerSalespersonE-Marketing ManagerE-MarketerContact Manager
Lead   
Opportunity   
Company   
Contact
Customer   
Forecast   
Activity   
Campaign 
Report   
Fax   
Admin   

Available Functions in Admin to Default User Roles

 Sales ManagerSalespersonE-Marketing ManagerE-MarketerContact Manager
Account   
User   
Access Control   
Data Field
Product   
Online Lead   
Fax   
Opt-in Form
Others   

Available Functions in Tools to Default User Roles

 Sales ManagerSalespersonE-Marketing ManagerE-MarketerContact Manager
Data Import
Data Export
Documents  

Available Functions in My Setup to Default User Roles

 Sales ManagerSalespersonE-Marketing ManagerE-MarketerContact Manager
Password and Security
Lead Queue   
Bookmark
Email Account 
Template 
Group
Dashboard   
User Advanced Settings
Delivery Timetable 
SMS Delivery Region 

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
Click [Admin] at the top right corner

Select [User]
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]
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
Enter the user role name

Step 4: Enable Functions

Enable functions for this user role.

Check functions you want to enable
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.

BeforeAfter

Hierarchy Structure

The following diagram illustrates a general case in companies.

Role Hierarchy
Role Hierarchy

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

Step 1 : Edit User

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

Edit a user
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
Set whom this user is reported to