CRM Key Roles

Key User Roles and Access Privileges for CRM

The key roles and access privileges in CRM apps are as follows:

Super user

Super User is the one who has all the privileges of an administrator. Additionally a super user has privilege to upgrade or downgrade the business account.

Note: In Starter (Standard Plan) account, all the employees or users are considered as Super User.

Sales Manager

Sales manager is the one who has all the privileges against Customers App. They can view and manage customers, leads, opportunities and contacts applications completely.

Sales Person

Sales manager is the one who has all the privileges against Customers App. They can view and manage customers, leads, opportunities and contacts applications completely.

Business Contact Manager

Business Contact Manager is the one who has all the privileges against Contacts App. They can view and manage Contacts App completely.

Contacts Manager

Contacts Manager is the one who has all the privileges against Contacts App They can view, access, manage and configure Contacts App completely.

Contacts Manager – Read only

The user who has this role can only read and view contacts information from Contacts App.

Opportunities Manager

Opportunities Manager is the one who has all the privileges against Opportunities App. They can view, access, manage and configure Opportunities App completely.

Opportunities User

Opportunities Manager is the one who has all the privileges against Opportunities App. They can view, access and manage Opportunities App completely.

Customer Service Manager

Customer Service Manager is the one who has all the privileges against Cases App. They can view, access, manage and configure Cases App completely.

Here is the privileges and their functions, these privileges work together to form a role. You can create your custom role using privileges.