User Roles within SalesExec define which users can interact with certain parts of the system. In general, you have various administrator levels and various user levels. Each with their own abilities.
Accessing User Roles
Role – Outlines visibility and rights to manage system parameters. Roles define what a user has access to modify within SalesExec.
- If at any time more than one user role is applied to a user, SalesExec will default to that role with the lowest number of enabled permissions.
Permission – Outlines the certain rights or permissions allowed to manage system parameters within a particular given Role.
This defines what leads are available to the user role. The viewing level is categorized into three sections.
Corporate - Allows full visibility to all leads within all branches that fall under the corporate hierarchy assigned to all users in the system. This is a good access level for an account administrator.
Branch - Allows visibility to all leads that are assigned to every user in any singular branch. This is a good access level for sales managers.
User - Allows access to only those leads assigned to them. This is a good access level for a sales agent.
Access Accounts apply to those users with Branch only access. As a sales manager with branch access, they may need access to leads located in multiple branches yet don't need full corporate access. Branches within Access Accounts is driven off your user hierarchy defined in the Manage Users screen.
To Create a New Role
- Select More > Settings > Create Roles and Permissions
- Click Create New Role and enter a name.
- Toggle Enable/Disabled - Apply by Default; if at any time adding a user, this role should be given automatically.
- Click Save
Create New Role