In the CRM, users can have different access levels and permissions depending on their role within your business.

Prerequisites

You'll need CRM Admin rights in order to follow the steps in this article

Step 1: Go to User Management in the CRM

Step 2: Amend User's Permissions

Click on the user who you wish update

Organisation Access & Permissions

This section allows you to set the required license for the user, as well as what parts of the CRM and CMS they can administer.

Licensed User

A paid license where the user will have access to all of the options selected under the Roles section. Once this has been selected for the user, it'll be added to your monthly invoice.

Unlicensed User

This is used for an individual who needs to access the customer portal to view dashboard information, but they don't need full functionality of the system.

Disabled

A user who has left the organisation or no longer requires access to the system. You'll not be invoiced for this user.

Workspace Roles

CMS Admin

Allows the user to create Sites using the CMS Editor and publish changes.

CMS Publisher

Allows the user to publish changes which have been made on Sites. It's also possible to determine which Sites this user has access to.

CMS User

Allows the user access to the CMS to manage Sites, and it's also possible to determine which Sites this user has access to.

CRM Admin

Users with Admin rights can set up new users and roles.

CRM Bulk Update

Allows the user to make bulk updates to the records shown in a Report.

Delete

Allows the user the ability to delete records in the CRM.

Export Lists

If this option is selected, the user can print any information which is returned from the CRM as either a Search or a Report.

Product Admin

Allows the user to have Administrator rights within the Product Manager (eCommerce).

Step 3: Manage User Settings

Select Manage User Settings and choose the Permissions page to configure data-related options.

Customisation Dictionary

Within the CRM, you can group users into particular dictionaries. This can then be used to allow only certain users to view certain information.

User Group

Similar to the above, User Groups can help to split and organise the users of the system. This can be used for reporting purposes to see information only from certain groups of users.

User Signature

Used to set a default personal email signature to override the profile default signature.

☑ List this user as an account manager

This setting will configure the user as an Account Manager and will then be included in any Account Manager drop-down list within the system.

Territory Restriction

Restricting by territory allows Sales Managers to assign Salespeople to customers based on where they're located. It's also possible to allow other users within that territory to see each other's customers.