Navigate to:
1. Assigning permission to a user
3. Roles & permissions summary
4. Recommended user for a role in mandates, digital agencies, & 3rd party clients
5. Recommended user for a role in SaaS clients
6. Key pointers
1. Assigning Permissions to a User
- The role will decide the level of permission for the user.
- Below mentioned Roles can be assigned to a User depending on the business need.
2. Types of Roles
- assignment_owner
- assignment_runner
- campaign_runner
- team_lead
- associate_team_lead
- developer
- site_registrar
- viewer
3. Roles and Permissions Summary
# | Permissions | assignment _owner | assignment _runner | campaign_runner | team _lead | associate_ team_lead | developer | site_ registrar | viewer |
1 |  | |  | | | | Users can access Site Registration Portal | Users can only view and read the data present of leads with phone and email masked | |
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6 | Check/ Uncheck Lead transactional SMS & Emails sent from Call Centre | | | | | | | ||
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10 | Check/ Uncheck SMS for Channel Partner and Referral during lead Site Visit failures | | | | | | | ||
11 | Check/ Uncheck allow Marking Site Visit from App | | | | | | | ||
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19 | - Agent to Agent - Failed to Agent - Different projects of the same developer | | | | | | | ||
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4. Recommended user for a role in Mandates, Digital Agencies & 3rd Party Clients
# | Role | User/s For this Role |
1 | developer | Developer / Promoter team Directors, Sales TLs and Site Heads |
2 | viewer | Any Developer / Promoter member to whom you only want to give read-only access. Note - Lead Email & Phone numbers will be Masked throughout the Dashboard without any download & upload lead dump access. |
3 | site_registrar | GREs, Site Heads - Users who are added from "Mandate Settings" as "Site Registrar" |
| 4 | assignment_runner | Business Leads, Strategy POCs, Analysts, Marketing Manager, EAs |
| 5 | assignment_owner | City Leads, PnL Owners |
| Note: For external agencies, we also have Vendor Access from Marketing Panel which will restrict vendors getting any other sources lead access except the leads they generate. More details in this Vendor Access article. |
5. Recommended User for a Role in SaaS Clients
# | Role | User/s For this Role |
1 | super | C-Levels, Directors, VPs, Tech, IT admins, Data Compliance, Governance, and Network Security |
2 | assignment_owner | Head or Sales/Site Head of the Project who has the authority to take the mandate level decisions. |
3 | assignment_runner | Assistant to Sales/Site Head, or Strategy and Marketing in charge of the projects to monitor activity in campaigns and operations. |
4 | campaign_owner | Marketing team members (internal or external) who monitor certain campaigns' performance. |
| 5 | team_lead | The sales team member who is leading one or more teams of sales managers to monitor their activity. |
| 6 | associate_team_lead | Site Captain and Subset under team_lead role with certain restrictions. You are overlooking a team of agents and handling leads by yourself. |
| 7 | site_registrar | Users who are added from "Mandate Settings" as "Site Registrar" |
8 | viewer | Any team member to whom you only want to give read-only access. Note - Lead Email & Phone numbers will be Masked throughout the Dashboard without any download & upload lead dump access. |
6. Few Key Points
1) Only super has access to Mandate De-activation. For reactivation of mandate, please email support@anarock.com with Mandate Name & ID with approval of City Lead.
2) Only super can change the "Site Visit Source" of a lead upon request received on support@anarock.com with respective BL/CL approvals of the project.
3) Only super can control the "Lead Transactional SMS and Email" on projects sent from Sales. To deactivate it, please request on on support@anarock.com.
4) None of the accesses can add leads to Call Center through CSV upload. Only call_centre_owner given to Call Centre Heads is applicable to do so.
For any support on our products, please reach out to support@anarock.com
For any feedback, please reach out to tech-feedback@anarock.com