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.
Accessing Roles
Click settings > Roles
Feel free to get in touch with our support team to assist you in managing users or configuring roles.
Current Know Limitations / Issues
