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:
|
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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 | |||||
Opportunity | |||||
Company | |||||
Contact | |||||
Customer | |||||
Forecast | |||||
Activity | |||||
Campaign | |||||
Report | |||||
Fax | |||||
Admin |
Available Functions in Admin to Default User Roles
Sales Manager | Salesperson | E-Marketing Manager | E-Marketer | Contact Manager | |
---|---|---|---|---|---|
Account | |||||
User | |||||
Access Control | |||||
Data Field | |||||
Product | |||||
Online Lead | |||||
Fax | |||||
Opt-in Form | |||||
Others |
Available Functions in Tools to Default User Roles
Sales Manager | Salesperson | E-Marketing Manager | E-Marketer | Contact Manager | |
---|---|---|---|---|---|
Data Import | |||||
Data Export | |||||
Documents |
Available Functions in My Setup to Default User Roles
Sales Manager | Salesperson | E-Marketing Manager | E-Marketer | Contact 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](../../../resources/img/settings/user-role/en-01-78c3a96d78.png)
![Select [User]](../../../resources/img/settings/user-role/en-02-2181bba985.png)
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]](../../../resources/img/settings/user-role/en-03-29b23ee56b.png)
Step 3: Name the User Role
Set the user role name and give it some description (if needed).

Step 4: Enable Functions
Enable functions for this user role.

Tips
For example, if you have disabled the functions [Edit] and [Delete], the corresponding function buttons will be inactivated.
Before | After |
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![]() | ![]() |
Hierarchy Structure
The following diagram illustrates a general case in companies.

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.

Step 2: Choose the Supervisor
Choose the supervisor of this user in the [Report To] field.
