Chapter 7

When viewing a user account, we can click on the edit button showing a similar screen but this time the fields are editable and we can modify any attribute we feel necessary. We can also delete the account, although it is recommended to disable accounts of users that have left the system. This is so that any previous history assigned to them is still linked to their account, and also in the event that the user comes back for any reason the account can be recreated as before with minimal effort.

We can now add users that will be using the CRM system and modify their attributes appropriately.

User Roles

As our system is being used, it may be necessary to segment usage of the CRM so that users with varying responsibilities have different roles in the CRM and appropriate permissions to complete their job functions. By clicking on Create Role we are presented with a page where we can define a new role for use with the system. We need only provide a name and then provide the modules users in this role are allowed to access.

For example a junior salesperson may not be allowed to create leads and appointments but a more senior employee may. In this scenario, we would create two roles and define access to modules accordingly.

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