Salesmate CRM has a neat feature to maintain the hierarchy of the organization. It will let you create great visual insight. Let us understand it in detail.
User Roles - Organization Hierarchy
Note: We allow two fixed roles ( CEO & Manager ) in the Starter Plan. Whereas, you can create Custom Roles in Growth Plan.
This helps you to set up organization-wide role hierarchy and sharing rules between them.
To create a new role:
- Click on the Profile Icon followed by Setup
- Under Users & Security, go to Security Roles section
- Hover over a Role (under which you want to add a Role)
- Click on (+) icon to Add Role
- Enter the Role Name
- Choose the Reporting person
- Add a description of the role
- Set the data sharing with peers (selection of this option allows data to be shared with users on the same Role)
- Click on Save.
Important Note
Salesmate helps you to define organization-wide hierarchy using Roles Management. Users at a higher hierarchy can always access all the records of the users at a lower hierarchy.
For example, a Sales Manager can access all records of Sales Reps.
Assigning Roles and Profiles
Since the Roles of users evolve within the organization there are chances that you may need to update the Roles and Profile Permissions of users.
Here are quick steps to update Roles and Profile Permissions
- Click on the Profile Icon followed by Setup
- Under Users & Security, go to Users section
- Hover over the user's name > Actions > View
- Click on the Edit Button from top right.
- Select the New Profile required
- Update the Role as per the Designation / Job Role of the user.
- Click on Update.
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