Project Role Creation

The Project Role Creation interface enables administrators to define and assign specific roles to users within the project. These roles can be customized to grant specific access rights to various pages and actions within the CRM application, ensuring that each user has the appropriate level of control based on their responsibilities.

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Key Components of the Role Creation Interface

1. Role Name

• Administrators create a unique name for each role, such as Sales Manager, Support Agent, or Marketing Coordinator. This name will help identify the role and its associated permissions.

2. Page Permissions

Each page or module within the CRM application has multiple levels of access. Administrators can set permissions for each page:

• View: Allows the user to view the page content.
• Edit: Grants the ability to modify content on the page.
• Full: Provides complete control, including the ability to create, edit, and delete content.
• Null: Denies access to the page, meaning the user cannot view or interact with the page.

3. Page List with Permissions

• The interface displays a list of pages that correspond to the CRM’s menu hierarchy. For each page, administrators can assign the appropriate access level: View, Edit, Full, or Null.

4. Role Assignment

Once a role is created, it can be assigned to specific users via the user management interface. This ensures that users only have access to the pages and actions that their role permits, maintaining security and streamlining user experience.

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Example of CRM Application Pages and Role Permissions

Here is 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	❌	❌	❌	✔️

In this example:

• The Sales Manager has view and edit permissions for the Dashboard, Contacts, Opportunities, Tasks, and Deals pages.
• They do not have access to Settings but can fully access Opportunities and Deals.

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CRM Application Menu Hierarchy

Here’s an example of how the CRM application’s menu hierarchy can be structured, and how roles can be aligned with each section:

• 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

This hierarchy can be used to define access at different levels for each role.

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Benefits of the Role Management Interface

1. Granular Access Control: Administrators can define specific access rights for each page or module, enabling precise control over user access.
2. Easy Management: The interface offers an intuitive, visual way to configure and manage roles within the system.
3. Flexibility: Roles can be updated or modified as the organization’s needs evolve, allowing for continuous adaptation.
4. Security: Restricting access to sensitive pages reduces the risk of unauthorized actions and ensures data protection.
5. User Efficiency: Users see only the content relevant to their role, which reduces distractions and increases focus.
6. Compliance: Ensuring that users only have access to certain sections supports compliance with organizational policies and security protocols.

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info

Best Practice: When creating or modifying roles, ensure that the permissions align with each role’s responsibilities. Regularly review and update role permissions to match any changes in your organization’s workflow or security requirements.

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tip

Before assigning roles to users, double-check that the permissions set for each page are accurate. Misconfigured roles can lead to unauthorized access or restricted visibility of necessary tools.