Overview
The "Manage Roles" feature in the CRM allows administrators to oversee and configure user roles within the system. This functionality is found under:
Admin > Security Setup > Manage Roles
This section displays a list of all available roles and provides options to edit or delete them.
Role List View
The role management interface presents roles in a tabular format with the following columns:
Active: Indicates whether the role is currently active.
Name: The title of the role.
Description: A brief explanation of the role's purpose.
Campaigns: Lists the campaigns associated with the role.
Each row represents a role and includes a three-dot action button (⋮) that provides the following options:
Edit: Modify the role's details.
Delete: Remove the role from the system.
Managing Roles
Editing a Role
Click on the three-dot button (⋮) next to the role you want to modify.
Select Edit.
Update the role’s details as needed.
Save changes to apply updates.
Deleting a Role
Click on the three-dot button (⋮) next to the role you wish to remove.
Select Delete.
Confirm the deletion in the prompt.
The role will be permanently removed.
Configuring a Role
Whether you're adding a new role or editing an existing one, a pop-up window appears to allow configuration. This window includes two tabs: Basic and App Permissions.
1. Basic Tab
This section is used to define the core attributes of the role. Manage Roles > Basic > Basic Permissions | logixx Help Center
2. App Permissions Tab
This tab allows you to fine-tune access and control across apps within the CRM. Manage Roles > App Permissions | logixx Help Center
Filter Options:
Status: Filter permissions by status.
Permission: Filter by permission type to quickly locate specific actions.
FAQ: Manage Roles > How to create a Role? FAQ: Manage Roles > How to create a Role? | logixx Help Center
Additional Notes
Only users with administrative privileges can access and modify roles.
Deleting a role may affect associated campaigns and user permissions.
Ensure proper role configurations to maintain security and workflow efficiency.