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1. Log into CRM and go to the left-side menu

2. Scroll down and click on Branches & Permissions

3. And then on Roles.

How to create a new Role

1. To have the CRM role coded into CRM, please email: support@dfogpc.com and request a new CRM role, clarifying . In the email, please provide the below information:

   1. The name of the new role

   2. Which CRM sections this new role should have access to

   3. What actions/permissions the role should have

      1. For example:

         1. Name: Customer Service & Dispute Agent

         2. The new role should have access to the Customer Service, Orders and Disputes sections

         3. The role should enable users to take the following actions: check, reship and refund orders. Deal with disputes and reply to customers' emails.

2. After that, to create the ROLE UI in CRM, go to the Branches & Permissions>Roles section

3. Click on the + Create New button

   

4. Add the name of the new role, turn on the toggle Is Active?, pick the users that should have this CRM role

5. Click on the Save button

   

6. Once created, all CRM roles will be listed on the Roles main page (see the below example)

   

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