Navigate to:

1. Assigning permission to a user

2. Types of roles

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
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Users can only view and read the data present of leads with phone and email masked
2
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3
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4
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5
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6
Check/ Uncheck Lead
transactional SMS &
Emails sent from
Call Centre
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7
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8
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9
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10
Check/ Uncheck
SMS for Channel
Partner and Referral
during lead Site
Visit failures
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11
Check/ Uncheck
allow Marking
Site Visit from App
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12
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13
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14
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15
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16
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18
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19
- Agent to Agent
- Failed to Agent
- Different projects of
the same developer
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20
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21
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4. Recommended user for a role in Mandates, Digital Agencies & 3rd Party  Clients



#
RoleUser/s For this Role
1
developerDeveloper / Promoter team Directors, Sales TLs and Site Heads
2
viewerAny 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_registrarGREs, Site Heads - Users who are added from "Mandate Settings" as "Site Registrar"
4assignment_runnerBusiness Leads, Strategy POCs, Analysts, Marketing Manager, EAs
5assignment_ownerCity 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



#
RoleUser/s For this Role
1
superC-Levels, Directors, VPs, Tech, IT admins, Data Compliance, Governance, and Network Security
2
assignment_ownerHead or Sales/Site Head of the Project who has the authority to take the mandate level decisions.
3
assignment_runnerAssistant to Sales/Site Head, or Strategy and Marketing in charge of the projects to monitor activity in campaigns and operations.
4
campaign_ownerMarketing team members (internal or external) who monitor certain campaigns' performance.
5team_leadThe sales team member who is leading one or more teams of sales managers to monitor their activity.
6associate_team_leadSite Captain and Subset under team_lead role with certain restrictions. You are overlooking a team of agents and handling leads by yourself.
7site_registrarUsers who are added from "Mandate Settings" as "Site Registrar"
8
viewerAny 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