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Managing Roles in CentraHub CRM

In CentraHub CRM, you can set up the organizational hierarchy using Roles. Users at higher roles can always access the records of employees working under their supervision. For example, a Marketing Manager has access to the marketing reps' records, whereas the marketing reps can access only their records.

Benefits of Managing Roles

To Create Roles in CentraHub CRM

To Create Roles in CentraHub CRM

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1. Go to settings of CentraHub CRM. Type Roles in the search box on the left side of the screen.

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2. Click on New Role to create a role in CRM.

3. On New Role List page, enter the relevant details.

Field Specification for Role List page:

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Role Definition

To define the role.

1. Name

Enter the Role name.

2. Role Hierarchy

Select the Role Hierarchy from the dropdown list.

3. Description

Enter Roles description.

4. Available List

Available List shows the list of roles that can be inherited for any Role.

5. Selected List

Shows selected roles in a particular Role.

(roles can be transferred from the Available List to Selected List by using arrow options)

Access Right:

Define the Role and give Access rights.

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1. Select the Application (Marketing, sales, telemarketing, etc.) to give access rights to Modules.

2. Select the Module name. From the dropdown list, select the access rights. (No access, public, etc.)

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3. In the Reports and Restriction Tab, click the required checkboxes to provide Data Access Rights for the specific Reports.

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4. In the Access Override tab. Select the Module and Sub - Module > Access Type. (Module can be selected by clicking the space)

5. Click Next to proceed.

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Steps for Access Rights for Dashboard:

Steps for Access Rights for Dashboard:

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1. Allocate Dashboard to the user.

2. Transfer the required Tabs from Available List to Selected List (All Tabs in the Selected List would be allotted to the user)

3. Click on Next.

Steps to Define Conditions for Page, Search & Homepage Layout:

Steps to Define Conditions for Page, Search & Homepage Layout:

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Select the Layout and click Next or Cancel accordingly. (It is similar for Page, Search and Home Page Layout)

4. Click Finish. The Role would be created in the CRM database.

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