Managing User Roles and Access Levels

Managing User Roles and Access Levels

Managing User Roles and Access Levels

How to Manage Roles and Define Access Levels:

  • Defining New Roles:

    1. In the 'Admin' section, select 'Roles'.

    2. Click 'Create New Role' and define the role name and its permissions.

    3. Assign the newly created role to appropriate users.

  • Customising Access Levels:

    1. Choose a user from the 'Users' section.

    2. Click on 'Edit' and go to the 'Access Levels' tab.

    3. Customise the access levels, deciding what data and features the user can access.

    4. Save the settings to apply the new access levels.

Why This Matters: Effective management of user roles and access levels is crucial for workflow optimization and data security within an organisation. By carefully assigning roles and access levels, you can ensure that operations are streamlined and that users can perform their duties efficiently without overstepping their access rights.

Tags: User Roles, Access Levels, Role Management, Defining Roles, Customising Access, Permission Settings, Real Estate CRM, Workflow Optimization, Data Security, User Guide


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