Assign Permission To A User
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Types of roles -
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Roles and Permissions Table -
Recommended user for a role -
Sr. No. | Role | User For this Role |
1. | super | Director, VP, (or administrator with full access). |
2. | assignment_owner | Head or Owner of the mandate who has the authority to take the mandate level decisions. |
3. | assignment_runner | Assistant to Sales Head or In-charge of the mandate to monitor activity in a particular mandate. |
4. | campaign_owner | A marketing team member (internal or external) to monitor certain campaigns performance. |
5. | team_lead | Sales team member who leads one or more teams of sales manager to monitor their activity. |
6. | associate_team_lead | Subset of team_lead role with certain restrictions Ex - won't be able to download the data dump, confidential info like phone number, email address are masked, etc... |
7. | developer | Team member with lead transfer, download data, etc... |
8. | site_registrar | This user has nothing to do with dashboard and can only access site digitalization product. |
9. | viewer | Any team member to whom you only want to give read-only access. Note - Email & Phone number will be Masked. |
A Few Key Points -
1) super has access to ”Update the Assignment Status” i.e. active/inactive.
2) super has "Booking Approval" access.
3) super, assignment_runner and assignment_owner will access "Project level Configuration"
4) super and assignment_owner can change "Site visit source".
5) super and assignment_runner can decide - Lead flow Logic (i.e. Leads will go to call center, Sales, etc...)
6) associate_team_lead can't add leads to Call Center through CSV upload.
Thank You