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
Log in to the CRM following this link to go straight to User Management.
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.
Account Manager Restriction
By setting Account Manager restrictions, users can then only access records they're the Account Manager of.