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How to Create Role Management in Suite CRM

How To Create Role Management in SuiteCRM

Role Management

The settings allow you to restrict access to sensitive data in SuiteCRM to specific teams (groups). There are many options to allow you to configure it to your exact needs, and a number of automatic assignment options to ensure that your users can always access the data that they need. This tutorial covers the method to create Role Management in SuiteCRM.

General manager > Full access to view  = North Assistant manager, Sales Rep

North Assistant manager > Only access to viewing Sales Rep

Sales Rep > only can view is profile

Enter into the Role Management Create a New Role For General Manager Select the general manager user Select the modules that Required for General Manager Create a New Role For Assistant Manager

Select the Assistant Manager user Select the modules that Required for Assistant Manager Create a New Role For Sales Rep Select the Sales Rep user Select the modules that Required for Sales Rep List Out the Created Roles Login in to the Sales Rep user to verify the modules

The modules are added Login into the General Manager user to verify the modules The modules are added Successfully This is the method How To Create Role Management in Suite CRM.

Tag : SuiteCRM
FAQ
Q
What are the features of the Campaigns module in Suite CRM?
A
To track, evaluate and manage campaigns including the sending of email marketing campaigns and surveys.
Q
What are the features of Accounts module in Suite CRM?
A
Accounts in SuiteCRM will hold all information specific to a company that your organization will have a relationship with. This module allows you to manage all accounts.
Q
What are the modules that available in-suite CRM?
A
Accounts module
Bugs module
Calendar module
Calls module
etc..
Q
What is the use of Suite CRM?
A
SuiteCRM is a free and open-source customer relationship management (CRM) solution that gives users highly actionable insights on which to base critical business decisions, actions, and strategies.
Q
What is the use of Role Management in Suite CRM?
A
The settings allow you to restrict access to sensitive data in SuiteCRM to specific teams (groups). There are many options to allow you to configure it to your exact needs, and a number of automatic assignment options to ensure that your users can always access the data that they need