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
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 — Click **[Admin]** at the top right corner

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).

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

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.