How to create and manage Roles in Krayin CRM?

In Krayin CRM you can create the 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 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:

Create Role in Krayin CRM
Here you can see, How to create role in Krayin CRM ?

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.

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.

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.

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

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

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. 

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, change the Description and Permission type as well.

You can modify or Edit Roles in Krayin CRM, You can rename the Role, 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.

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