Managing user roles and permissions in CRM
When you have a number of users from of your organization using the CRM. You would want to have separation of roles and their associated permissions for the users.
In ToolsonCloud CRM, there are 2 roles available:
- Admin User
- Normal User
When a user registers in the beginning, the user will be registered as an Admin user.
Permissions for Admin users
Compared to Normal users, Admin users will have additional access to Admin settings which provides access the following pages.
- Users and Roles
- Pipeline and stages
- Company Settings
- Custom Fields
- Billing and Subscription
- Free Credits
Pre-requisite
- The option to enable or disable a user account in the CRM application is available only to Administrator account
Steps to manage user roles
Follow these steps to manage user roles in Toolsoncloud CRM:
- Login to Toolsoncloud Sales CRM with your credentials.
- At the top right corner in navbar, click on the profile
button displaying your email id. You will be displayed a list of
options in drop down menu.
- Click on "Settings" option from the drop down menu displayed to you. You will be redirected to Settings page
- In the left side pane, you can find the link to "Users &
Roles" page. Click the link to navigate to Users and Role
management page.
- In the table listing "All Users", you can locate
a three dot menu. Click on the 3 dot menu.
- You should be able to locate a menu option titled "Change Role". Click on this option to toggle the user role between Admin or User
No data will be affected while changing the user roles. If a user had created any records as an Admin user or as a Normal user, the data stays intact even after the role changes.
