In Accountable CRM, Company Admins can create user roles to define user responsibilities and assign appropriate permissions based on organizational responsibilities. After creating a role, administrators can add users to the respective role to ensure access only to the relevant system capabilities required for assigned tasks. This approach helps maintain data security, supports organized workflows, and improves overall team efficiency by clearly structuring company user access and responsibilities.
How To Create Role & Permissions :
Follow these steps to create, edit, and manage user roles effectively.
Step 1: How to Access User Roles:
Click the “Admin” tab in the top navigation bar of the CRM dashboard.
Select the "Settings", from the Company Dashboard page.
Select the "User role" On the Settings page. You will be redirected to the user role page.
Step 2: Creating User Role
Click the "+ Add Role" button located in the top-right corner.
A pop-up modal will appear where you can enter a role name and Click on "Save" button.
Step 3: Viewing & Managing User Roles
The newly created role will appear in the User Role list. To add permissions to a role, click on the respective role.
Step 4: To Add a New User
To add users on the role, click the "Add User" icon.
Otherwise select the required role to navigate to the corresponding role page. Then, click the ‘Add User’ button to add a new user.
In the modal popup, select the user and click the 'Add to Role' button to assign the company user to the role. You can also select multiple company user at once and add them easily.
Navigate to the Permissions tab and enable the checkbox to grant the selected permission. To revoke the permission, simply uncheck the checkbox for the respective user.
Step 5: Editing or Deleting a Roles and Users
To delete a role and user, click the trash (🗑️) icon.
To edit a role, click the pencil (✏️) icon and update its details.
If you have any further questions, feel free to reach out to our coach on call-our team is always ready to assist.
- Accountable Support