How to create and manage Roles in Krayin CRM?

In Krayin CRM you can create organization-wide levels using Roles. Users at a higher level can access all the records at a lower level. Here I will introduce, How to Create a Role in Krayin CRM.

Create Role in Krayin CRM

Here, you can create different types of roles for users based on their profile in an organization and hierarchy level.

For creating New Roles:

• Go to Dashboard ->Setting -> Roles -> Create Role

• After that, you need to specify the Name and Description related to the Role
• In the permission section, you have to select Custom or All permission type.
• After that, click on Save as Role.
• Now, Click on Back button, then you can see created Roles.

Use of Filter

There are so many roles in an organization, as an administrator you are looking for a particular assigned role, so by using Filter you can find out that.

Fields in Filter

In Krayin CRM there are Id, Name, and Permission Type filters in Roles.

Permission Type

There are two types of permission in Roles Custom and All.

Custom

In Custom, an administrator can assign a selected Permission Type to the Role. So they can access that particular data only.

Examples: Sales managers, marketing managers, support agents, etc. 

All

In All Permission Type, only Administrators can access the entire CRM. There must be at least one Administrator who can access all the data and features in your Krayin CRM. 

Example: CEO or any top levels or higher management in an organization have access to complete CRM.

Editing Roles

You can modify or Edit Roles in Krayin CRM, whenever you needed or changes your organization’s hierarchy level.

You can rename the Role, and change the Description and Permission type as well.

Deleting Roles

You can Delete the Role, by using the delete button. You can see this in the screenshot below the Actions field.

Hope you understand “How to create and manage Role in Krayin CRM?” Did you find this article helpful? Leave a comment below.