Please find attached below the topics discussed on this page:

What is the Roles section about?

In the role section, users can:

• Create, edit and delete CRM users' roles

• Check which users have been assigned to each role.

Where the Roles section is located?

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

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

   2. What actions/permissions the role should have.

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)

   

How to add users to a Role

1. Click on the name of the role or in the Edit button

   

2. From the drop-down menu, pick all users that should have the role

3. Click on the Add button

4. Then on the Save button

   

How to remove users from a Role

1. Click on the name of the role or in the Edit button

   

2. Click on the Delete button of each user that needs to be removed

3. Then on the Save button

   

How to edit a Role

1. Click on the Edit button

   

2. Update the details and click on the Save button

   

How to delete a Role

1. Click on the Delete button

   

2. Confirm the actions and the address will be removed.