Project Role Creation

The Project Role Creation interface allows administrators to define and assign specific roles to users within the project. Each role can be customized with specific access rights to various pages and actions within the CRM application.

Key Components of the Role Creation Interface

1. Role Name

• Administrators provide a unique name for the role, such as Sales Manager, Support Agent, or Marketing Coordinator.

2. Page Permissions

Each page or module of the CRM has multiple levels of access. Administrators can set the following permissions:

• View: Allows the user to view the content of the page.
• Edit: Grants the ability to modify content on the page.
• Full: Provides complete control over the page, including creating, editing, and deleting content.
• Null: No access to this particular page or module.

3. Page List with Permissions

• The interface presents a list of pages, corresponding to the CRM's menu hierarchy. For each page, you can assign View, Edit, Full, or Null access.

Role Assignment:

• Once a role has been created, it can be assigned to specific users via the user management interface. This ensures that users only see the pages and perform the actions that their role permits.

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Example of CRM Application Pages and Role Permissions

Here’s an example of how permissions can be set for a Sales Manager role:

Page	View	Edit	Full	Null
Dashboard	✔️	❌	❌	❌
Contacts	✔️	✔️	❌	❌
Opportunities	✔️	✔️	✔️	❌
Tasks	✔️	✔️	❌	❌
Deals	✔️	✔️	✔️	❌
Reports	✔️	❌	❌	❌
Settings	❌	❌	❌	✔️

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CRM Application Menu Hierarchy

Here is an example of the CRM Application Menu Hierarchy you can use for roles:

• Dashboard
  • Overview
  • Sales Summary
  • Activity Logs
• Contacts
  • All Contacts
  • Leads
  • Accounts
  • Import Contacts
• Opportunities
  • All Opportunities
  • Pipeline
  • Won Opportunities
  • Lost Opportunities
• Tasks
  • My Tasks
  • Team Tasks
  • Calendar
• Deals
  • New Deal
  • All Deals
  • Deal Pipeline
  • Stages
• Reports
  • Sales Reports
  • Opportunity Reports
  • Contact Reports
  • Custom Reports
• Settings
  • User Management
  • Role Management
  • Workflow Automation
  • API Integration
  • System Logs

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Benefits of the Role Management Interface

1. Granular Access Control: Administrators can assign specific access rights to each page or module, allowing for a customized user experience.
2. Easy Management: The interface provides an easy-to-use, visual way to configure and manage roles within the system.
3. Flexibility: Roles can be updated or modified as the needs of the organization evolve.
4. Security: Restricting access to certain pages reduces the risk of unauthorized actions or data leaks.
5. Granular Control: The ability to define permissions per page or module allows for precise control over what users can do.
6. User Efficiency: Users only see and access the parts of the system relevant to their role, reducing distractions and improving focus.

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tip

Before assigning roles to users, ensure that the permissions set for each page accurately reflect the access level required for the role.