1. How to assign roles and permissions?
Roles and permissions grant you greater flexibility in restricting or allowing certain actions for users according to their role.
Firstly, you need to be aware that user roles are hierarchical. This means that the overall Admin’ has exclusive rights; system users below this level are permitted to have only equal or less functionality. For example, a Sales manager may not do or see more than the Manager does, and the Manager may not do or see more than Admin’ does. If the User can not see the Deals module then it is advisable to check if the Manager can see that module.
2. How to create a role?
Navigate to Settings> User Management > Permissions & Roles > move mouse cursor on Admin field > Press Add role > enter role name in a blank field
3. How to set permissions?
After creating the role you should next set permissions which are to correspond with each role. Under the role name you will see 3 blocks:
3.1. Main Menu – sections in Teamgate
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Click on the square and enable, or disable the visibility of a certain section.
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Click on the section’s title, for example, Deals, and enable or disable permissions inside a certain section.
3.2. Settings – Which actions may be performed within the settings
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Click on the individual squares and enable, or disable the visibility of a certain section.
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Click on the section title, for example, Scoring, and enable, or disable permissions inside certain settings.
3.3. Extra features – the additional actions
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Click on the squares and enable, or disable the visibility of the chosen sections.
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Click on the section name, for example, Maps, and enable, or disable, permissions inside a certain section.
4. How to set the user’s access & data visibility?
Lastly, set up User access and data visibility for every user (not for the role):
4.1. Navigate to Settings
4.2. Users management
4.3. Click on User’s name
4.4. User access & data visibility
4.5. From the drop-down menu select which actions you want to allow or restrict for a particular user
4.6. Press Save for changes to apply.
