{"id":65,"date":"2022-07-22T10:08:55","date_gmt":"2022-07-22T10:08:55","guid":{"rendered":"https:\/\/znicrm.com\/guide\/?p=65"},"modified":"2022-07-22T10:08:57","modified_gmt":"2022-07-22T10:08:57","slug":"manage-user-roles-in-crm","status":"publish","type":"post","link":"https:\/\/znicrm.com\/guide\/65\/manage-user-roles-in-crm\/","title":{"rendered":"Manage User Roles in CRM"},"content":{"rendered":"\n

User roles are the clubbed permission settings for a group of users. Since in a department or organisation role, a group of members always have the same permission to access the data. For example, if a user is in accounts or billing, they will need access to Invoicing & Quotes and the customer’s deal data and contact details to raise the invoices.<\/p>\n\n\n\n

Similarly, your retention team will need access to data about the customer’s previous transactions and the subscription data so they can contact the customer before the subscription expiry.<\/p>\n\n\n\n

As multiple users have the same kind of role & permission in an organisation, it is better to group the permissions for them instead of assigning them one by one to all.<\/p>\n\n\n\n

You will need administrator privileges in the CRM to manage the user roles. First, go to the settings page (if you don’t know how then check the article here<\/a>).<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

From the settings page left navigation menu, click on the “Users & Roles” and then select “User Roles”.<\/p>\n\n\n\n

Add New Role<\/h3>\n\n\n\n

To add a new User Role, click on the “Add New” button (top right).<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

This will open a new popup, asking you a few required details to create the User Role.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Here, you will need to fill the following details;<\/p>\n\n\n\n

Role Name<\/td>Name of the role. This name will be displayed everywhere where user role is required. Keep it unique.<\/td><\/tr>
Role Description<\/td>Description for the role. This is for your own purpose only. Describe the purpose of this role.<\/td><\/tr>
Permission Type<\/td>You can select either “User” or “Administrator”. Keep the permission type as “User” unless you want them to have similar rights as yours. <\/td><\/tr>
Department<\/td>Best to keep it as “Available to all departments” unless you want this role to be specific to a particular department users.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

When you set all the details then click on “Add New” button. System will take you to the permissions page for the “User Role”.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Select the permissions you want to give for this role. Permissions are self explanatory.<\/p>\n\n\n\n

Change Permissions For User Role<\/h3>\n\n\n\n

To change permissions of an exisiting role go to “Users & Roles” page and then click on the role name.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Checking Users Under A Role<\/h3>\n\n\n\n

To check the users who are assigned a specific role, then first click on the role name e.g., Billing and then click on the “Users” tab on the top.<\/p>\n\n\n\n

\"\"<\/figure>\n","protected":false},"excerpt":{"rendered":"

User roles are the clubbed permission settings for a group of users. Since in a department or organisation role, a group of members always have the same permission to access the data. For example, if a user is in accounts or billing, they will need access to Invoicing & Quotes and the customer’s deal data […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[2],"tags":[11,13],"yoast_head":"\nManage User Roles in CRM - ZNICRM Guide<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/znicrm.com\/guide\/65\/manage-user-roles-in-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Manage User Roles in CRM - ZNICRM Guide\" \/>\n<meta property=\"og:description\" content=\"User roles are the clubbed permission settings for a group of users. 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