Roles

These are the recommended authorizations and restrictions set on certain functions of the different modules. This can be applied per user or per team.


CRM ASSIGNATION Immigration Consultant Manager

SALES MANAGER

Immigration Sales Consultant

SALES PERSON

App Integrations Read Read
Campaigns Read Read
Companies Read, Create, Update, Delete Read, Create, Update, Delete
Customers Read, Create, Update, Delete Read, Create, Update, Delete
Custom Fields Read, Create, Update, Delete Read, Create, Update, Delete
Custom Reports Read, Create, Update, Delete Read, Create, Update, Delete
Deals Read, Create, Update, Delete Read, Create, Update, Delete
Departments Read, Create, Update, Delete Read
Email Senders No Access No Access
Email Templates Read, Create, Update Read
Forms Read, Create, Update No Access
Form Submissions Read Read
Leads Read, Create, Update, Delete Read, Create, Update, Delete
Lead / Score Catetgory Read, Create, Update Read
Lead Scoring Read, Save Read
Logs Read Emails No Access
Mailboox Manage Manage
Media Library Read, Create, Update, Delete Read, Create, Update, Delete
Predefined Reports Read Read
Prospects Read, Create, Update, Delete Read, Create, Update, Delete
Recycle Bin View, Restore Read
Roles No Access No Access
SETTINGS AUTHENTICATION No Access No Access
SETTINGS BILLING No Access No Access
SETTINGS CLIENTS Read, Update No Access
SETTINGS COUNTRIES Read, Update No Access
SETTINGS PIPELINES Read, Create, Update, Delete Read, Create, Update, Delete
SETTINGS PSPS No Access No Access
SETTINGS/ SALES INTELLIGENCE Read, Update Read, Update
SYSTEM EMAIL TEMPLATES No Access No Access
USERS Read No Access
VENDORS Read, Create, Update, Delete Read, Create, Update, Delete
WORKFLOWS Read No Access
CRM ASSIGNATION Finance Manager

Manager

App Integrations No Access
Campaigns No Access
Companies Read
Customers Read
Custom Fields Read
Custom Reports Read, Create, Update, Delete
Deals Read
Departments Read
Email Senders No Access
Email Templates Read, Create, Update
Forms No Access
Form Submissions Read
Leads Read
Lead / Score Catetgory No Access
Lead Scoring No Access
Logs No Access
Mailboox Manage
Media Library No Access
Predefined Reports Read
Prospects Read, Create, Update, Delete
Recycle Bin No Access
Roles No Access
SETTINGS AUTHENTICATION No Access
SETTINGS BILLING Manage
SETTINGS CLIENTS No Access
SETTINGS COUNTRIES No Access
SETTINGS PIPELINES Read
SETTINGS PSPS Read, Update
SETTINGS/ SALES INTELLIGENCE Read
SYSTEM EMAIL TEMPLATES No Access
USERS Read
VENDORS Read
WORKFLOWS No Access
CRM ASSIGNATION Back Office Manager

 

Back Office Administrator

 

App Integrations No Access No Access
Campaigns No Access No Access
Companies Read Read
Customers Read, Update Read, Update
Custom Fields Read Read
Custom Reports Read, Create, Update, Delete No Access
Deals No Access No Access
Departments Read No Access
Email Senders No Access No Access
Email Templates Read, Create, Update No Access
Forms No Access No Access
Form Submissions Read Read
Leads No Access No Access
Lead / Score Catetgory No Access No Access
Lead Scoring No Access No Access
Logs Read Emails No Access
Mailboox Manage Manage
Media Library Read, Create, Update, Delete Read, Create, Delete
Predefined Reports No Access No Access
Prospects No Access No Access
Recycle Bin Read, Restore No Access
Roles No Access No Access
SETTINGS AUTHENTICATION No Access No Access
SETTINGS BILLING No Access No Access
SETTINGS CLIENTS No Access No Access
SETTINGS COUNTRIES No Access No Access
SETTINGS PIPELINES No Access No Access
SETTINGS PSPS No Access No Access
SETTINGS/ SALES INTELLIGENCE Read Read
SYSTEM EMAIL TEMPLATES No Access No Access
USERS Read No Access
VENDORS Read No Access
WORKFLOWS No Access No Access
CRM ASSIGNATION Legal Manager

Manager

Legal Assistant

Normal

App Integrations No Access No Access
Campaigns No Access No Access
Companies Read Read
Customers Read, Update Read, Update
Custom Fields No Access No Access
Custom Reports Read, Create, Update No Access
Deals No Access No Access
Departments Read No Access
Email Senders No Access No Access
Email Templates Read, Create, Update No Access
Forms No Access No Access
Form Submissions Read Read
Leads Read, Update Read, Update
Lead / Score Catetgory Read, Create, Update, Delete Read, Update
Lead Scoring Read, Save Read
Logs Read Emails Read Emails
Mailboox Manage Manage
Media Library Read Read
Predefined Reports No Access No Access
Prospects Read, Update Read, Update
Recycle Bin View No Access
Roles No Access No Access
SETTINGS AUTHENTICATION No Access No Access
SETTINGS BILLING No Access No Access
SETTINGS CLIENTS No Access No Access
SETTINGS COUNTRIES Read, Update Read, Update
SETTINGS PIPELINES No Access No Access
SETTINGS PSPS No Access No Access
SETTINGS/ SALES INTELLIGENCE Read Read
SYSTEM EMAIL TEMPLATES No Access No Access
USERS No Access No Access
VENDORS Read, Update/td> Read, Update
WORKFLOWS No Access No Access
CRM ASSIGNATION CEO

Administrator

IT / Information Security Head

Administrator

App Integrations Read, Create, Update, Delete Read, Create, Update, Delete
Campaigns Read, Create, Update, Delete Read, Create, Update, Delete
Companies Read, Create, Update, Delete Read, Create, Update, Delete
Customers Read, Create, Update, Delete Read, Create, Update, Delete
Custom Fields Read, Create, Update, Delete Read, Create, Update, Delete
Custom Reports Read, Create, Update, Delete Read, Create, Update, Delete
Deals Read, Create, Update, Delete Read, Create, Update, Delete
Departments Read, Create, Update, Delete Read, Create, Update, Delete
Email Senders Manage Manage
Email Templates Read, Create, Update, Delete Read, Create, Update, Delete
Forms Read, Create, Update, Delete, Share, Submit Read, Create, Update, Delete, Share, Submit
Form Submissions Read Read
Leads Read, Create, Update, Delete Read, Create, Update, Delete
Lead / Score Catetgory Read, Create, Update, Delete Read, Create, Update, Delete
Lead Scoring Read, Save Read, Save
Logs Read All Read All
Mailboox Manage Manage
Media Library Read, Create, Update, Delete Read, Create, Update, Delete
Predefined Reports Read, Create, Update, Delete Read, Create, Update, Delete
Prospects Read, Create, Update, Delete Read, Create, Update, Delete
Recycle Bin Read, Restore Read, Restore
Roles Read, Create, Update, Delete Read, Create, Update, Delete
SETTINGS AUTHENTICATION Read, Update Read, Update
SETTINGS BILLING
SETTINGS CLIENTS Read, Update Read, Update
SETTINGS COUNTRIES Read, Update Read, Update
SETTINGS PIPELINES Read, Create, Update, Delete Read, Create, Update, Delete
SETTINGS PSPS Read, Update Read, Update
SETTINGS/ SALES INTELLIGENCE Read, Update Read, Update
SYSTEM EMAIL TEMPLATES Manage Manage
USERS Read, Create, Update, Delete Read, Create, Update, Delete
VENDORS Read, Create, Update, Delete Read, Create, Update, Delete
WORKFLOWS Read, Create, Update, Delete Read, Create, Update, Delete
CRM ASSIGNATION Marketing Executive

Normal

App Integrations Read
Campaigns Read, Create, Update, Delete
Companies Read
Customers Read
Custom Fields Read
Custom Reports Read, Create, Update, Delete
Deals Read
Departments Read
Email Senders Manage
Email Templates Read, Create, Update, Delete
Forms Read, Create, Update, Delete, Share, Submit
Form Submissions Read
Leads Read
Lead / Score Catetgory Read
Lead Scoring Read
Logs Read Email
Mailboox Manage
Media Library Read, Create, Update, Delete
Predefined Reports Read, Create, Update, Delete
Prospects Read
Recycle Bin Read, Restore
Roles No Access
SETTINGS AUTHENTICATION No Access
SETTINGS BILLING No Access
SETTINGS CLIENTS No Access
SETTINGS COUNTRIES No Access
SETTINGS PIPELINES No Access
SETTINGS PSPS No Access
SETTINGS/ SALES INTELLIGENCE Read
SYSTEM EMAIL TEMPLATES No Access
USERS No Access
VENDORS Read
WORKFLOWS Read