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Manage your roles

Oppdatert på 28. mar 2022

The roles control the access rights the different users have in the SuperOffice CRM modules. In this how-to guides you get an overview of the different setup for data rights and functional rights for roles.

User or Administrator role

When giving access to someone new, you must specify their role – either a user or an administrator.

Administrators have access to the Settings and maintenance section. This is where you can create users, adjust access rights and customise the CRM solution to your needs. If you want a user to have this access, give him or her user level 0.

If you do not want users to have access to Settings and maintenance, assign user level 1 or higher, depending on the access they need.

Manage your roles

In the Roles section, you can determine what type of access your users have to the different parts of SuperOffice CRM. You can also customise each user level by changing the Data rights and/or the different Functional rights.

The Roles section lets you determine what type of access your users have to the different parts of SuperOffice CRM
The Roles section lets you determine what type of access your users have to the different parts of SuperOffice CRM

You can, for example, decide whether a person can delete, update, create, or read information on the Data rights tab. On the Functional rights tab you have the option to allow different functional rights on the different roles, like Allow bulk update, or List administrator, by moving them to the right column for "This role can".

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