Users and Roles

There are 2 components to user administration in Comma5 CRM.

User Management -for Adding Users, Changing Password, User Settings, Deleting Users
User Roles – for grouping of users into specific roles within the organisation. Each role is assigned priveleges, views and settings

Examples of Roles that might be defined in your CRM

System Administrator – Person who can configure system settings and changes. This should be limited…we recommend only one person
SuperUsers – like system admin, but can’t adjust technical system settings. Suitable for most sys admins
Management – Can’t change system settings, but can see everything in the system, and delete records
Business Development Rep – Add and manage their own leads
BD Team Leader – mange a team of lead generators (telesales, marketing etc) – responsible for generating qualified leads
Sales Rep – Can see their sales or all sales etc.
Sales Manager – can see all sales related
Projects Team – all projects / sales related
Projects Manager – can see all sales/order related
Engineer / Tech = see their assigned requests, unassigned etc…
Service Desk Manager – can see all service desk
Reception/Admin – Contacts Edit, Add

Accessing Users

Click settings > Users

From the Users screen it is possible to do the following:

Add Users
Remove Users (or rename in case of roll-replacement)
Reset Passwords
View Inactive or Deleted Users
Import a list of users

Click on actual user to make specific changes to the users details.

Renaming a user (useful for new person take over from old one)

To change a username, you need to click on user, then click more, reset password. On the set new password screen, select the little pencil next tu username.