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User access levels
Vitaly Brevus edited this page Jan 30, 2018
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CRM software consolidates customer information into a single CRM database so business users can more easily access and manage it.
User roles strictly depend on a domain of CRM. In our example, we created roles for advertising sales domain. Typical user roles in this case are:
- Company manager. This access level gives a user ability to manage o all records of the Company. The Company manager can perform all actions, including inviting new users, activating or deactivating them and viewing Contact book of each Company's member and manage own Contacts.
- Manager has the same permissions as Company manager.