The Manage Roles feature in the CRM system allows administrators to create and configure roles with specific permissions. Roles help define user access and functionalities within the system.
How to Create a Role
Follow these steps to create a new role:
1. Access the Security Setup
Navigate to Admin > Security Setup > Manage Roles.
2. Add a New Role
Click on the Add button to create a new role.
3. Configure Basic Information
In the Basic tab, configure the following settings:
Active: Toggle the slide button to activate the role.
Name (Required Field): Enter a unique name for the role.
Description: Provide a brief description of the role’s purpose.
Data Source: Select an appropriate data source from the drop-down menu.
Movevo Campaign Code: Assign the corresponding campaign code.
Basic Permissions: Enable relevant checkboxes to grant permissions.
4. Set App Permissions
Navigate to the App Permission tab.
Activate checkboxes for Status/Stages Permissions as needed.
5. Save the Role
Once all configurations are complete, click Save to apply the settings.
Note: Only users with admin privileges can create and manage roles.