eSalesTrack allows you to add roles to your company profile so that you can restrict a user's permissions based on their role. You can assign permissions to roles and assign roles to users/ team members.
To Add/Manage Roles:
Click on the Toolbox icon
in the upper right corner of the screen, then the Users icon
, and then the Roles icon
.
The Roles Management page is displayed using which you can create roles, edit roles, delete roles, and assign module permissions to roles. Click on the Add Role link at the top, type in the new Role name, and click Update to save the new Role.
To set the parameters for a Role, select the module from the drop down, and click which permissions that specific Role is to have.
As another example, for the Opportunities Module Sales and Manager roles have full permissions whereas Support can only view Opportunities:
Page URL: