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Log into CRM and go to the left-side menu
Scroll down and click on Branches & Permissions
And then on Roles.
How to create a new Role
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Please note that CRM roles have to be developed by the DFO IT team and then, their UI can be set up in the Branches & Permissions>Roles as explained below.
To have the CRM role coded into CRM, please email: support@dfogpc.com and request a new CRM role, clarifying
Which CRM sections this new role should have access to
What actions/permissions the role should have.
After that, to create the ROLE UI in CRM, go to the Branches & Permissions>Roles section
Click on the + Create New button
Add the name of the new role, turn on the toggle Is Active?, pick the users that should have this CRM role
Click on the Save button
Once created, all CRM roles will be listed on the Roles main page (see the below example)
How to add users to a Role
Click on the name of the role or in theEdit button
From the drop-down menu, pick all users that should have the role
Click on the Add button
Then on the Save button
How to remove users from a Role
Click on the name of the role or in theEdit button
Click on the Delete button of each user that needs to be removed
Then on the Save button
How to edit a Role
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