Roles allow you to limit what your users can do and view in Enquire CRM.
Managing Role Permissions
Follow the steps below to learn how to edit and add new roles to your company.
- Navigate to the Admin Section by clicking on Admin from the left hand menu.
- From the Admin Menu select Roles.
- This will bring you to the Roles page. From here, you will be able to view all current roles and users that are assigned to each role.
- Use the check boxes under each role to change or add permissions.
- After making changes to a role, click Save at the bottom of the page.
Adding a New Role
- Use the bottom field on the Roles page to create a new role.
- Click into the Empty field to name your new role.
- This will create the new role and display the permissions you can enable or disable for this role.
- After you are finished editing the permissions of your new role, click Save.
Add/Update a User Role
From the Admin Section, select User from the Admin Menu.
- Click on the user you would like to add a role to.
- In the user's page, click Add Role in the Roles Box.
- From the pop-up window, select the appropriate Role you want to add to the user.
- Click Save.
- If you are updating a user's role, click the red trash can next to the role they no longer need after adding their new role.
Note: Don't worry if you forget to remove their old role, the user will retain the permissions for the most elevated role. For example, if they have both a role of Admin and User, they will have Admin permissions.