The roles assigned allow a user to see and not see areas of the software.
RakefetOnline-CRM has 4 basic categories:
- Database Module
- Receivables Module
- GL/Budget/Payables/Banking Module
- Permissions Module
Within each of these categories are subgroups of the database and related reporting.
To create new CRM User Roles:
1. Go Setup --> Manage Users
2. Click on User Roles
3. Click the green button +Add New Role
4. Enter the description of the new User Role and click Save (see image A)
5. Under the User Role dropdown select the newly created User Role (see image B)
6. Once the role is selected you can click on the role categories to select the specific role functions that will be associated to the User Role (see image C). By clicking the switches within each category, assign the role access of either View, have Full Access or No Access.
7. When finished, click the green Save button.
Once you have created the User Roles, you can now assign them to your office side users.
Click here to learn more about inviting CRM Office Side Users.
A - User Role Description:
B - Select newly created User Role:
C - Within each category select the permission for the role:
