Roles and Permissions

Modified on Wed, 18 Sep at 6:58 PM

Navigate to:

1. Assigning permission to a user

2. Types of roles

3. Roles & permissions summary

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
inventory_owner
booking_approver
lead_unmask

3. Roles and Permissions Summary

#	Permissions	inventory_owner	site_ registrar	viewer
1	Add & Update -Basic & Developer Details	Users can access inventory settings for: - Adding/ updating inventory - Inventory details - User permissions to view & access inventory in Sales App	Users can access Site Registration Portal	Users can only view and read the data present of leads with phone and email masked
2	Add & Update Site Registrar Details
3	Add & Update Project Details
4	Add & Update Sales Team Details
5	Add & Update Call Centre Settings & Rechurn Settings
6	Check/ Uncheck Lead transactional SMS & Emails sent from Call Centre
7	Add & Update International Lead Flow
8	Edit Lead Questions across all Products
9	Uploading Marketing & Sales Kit
10	Check/ Uncheck SMS for Channel Partner and Referral during lead Site Visit failures
11	Check/ Uncheck allow Marking Site Visit from App
12	Adding Booking Approvers to Project
13	Adding & Removing Virtual Numbers for Digital and Offline Campaigns
14	Adding & Removing Masking Virtual Numbers for Sales Agents
15	Creating & Updating Digital Campaign Integrations
16	Creating & Updating Lead Flow Logic
17	Adding additional Projects to Mandate
18	Lead Flow control of Sales Agents - Toggle ON/OFF
19	Lead Transfers - Agent to Agent - Failed to Agent - Different projects of the same developer
20	CSV Dump Upload
21	Lead CSV Dump Download
22	Post Sales
23	Marketing Panel Config
24	Pivots

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 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 Managers, EAs
5	assignment_owner	City Leads, PnL Owners
6	inventory_owner	Inventory controller, CRM/Post Sales roles
7	booking _approver (L1)	Site Head, Team Lead, Inventory controller, CRM/Post Sales roles
8	booking_approver (L2)	Business Head, City Lead, Inventory controller, CRM/Post Sales roles

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 are in this Vendor Access article.

5. Recommended User for a Role in SaaS Clients

#	Role	User/s For this Role
1	assignment_owner	Head or Sales/Site Head of the Project who can take the mandate level decisions.
2	assignment_runner	Assistant to Sales/Site Head, or Strategy and Marketing in charge of the projects to monitor activity in campaigns and operations.
3	campaign_owner	Marketing team members (internal or external) who monitor certain campaigns' performance.
4	team_lead	The sales team member who is leading one or more teams of sales managers to monitor their activity.
5	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.
6	site_registrar	Users who are added from "Mandate Settings" as "Site Registrar"
7	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.
8	lead_unmask	Any team member who needs to access unmasked lead information like (mobile no, email, cp details). Caution: All lead details will be visible with this access. Project Head, Sales Head, POC or Incharge must verify their requests carefully.
9	inventory_owner	Inventory controller, CRM/Post Sales roles
10	booking _approver	Site Head, Team Lead, Inventory controller, CRM/Post Sales roles
11	booking_approver (L2)	Business Head, City Lead, Inventory controller, CRM/Post Sales roles

6. Few Key Points

1) Only the super has access to Mandate De-activation. For reactivation of the mandate, please email [email protected] with Mandate Name & ID with the approval of the City Lead.

2) Only super can change the "Site Visit Source" of a lead upon request received on [email protected] with respective BL/CL approvals of the project.

3) Only the super can control the "Lead Transactional SMS and Email" on projects sent from Sales. To deactivate it, please request [email protected].

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.

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