Roles and permissions
Applies to roles:
System Administrator System Administrator (NO CRM)Roles allow you to restrict access to your subscriber management system
There are 5 user roles to choose from, each have different levels of permissions.
| Area | Administrator | Adminstrator (NO CRM) | Customer Service | Sales Agent | Finance | Marketing |
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| Services |  |
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| Marketing | |
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| CRM | |
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| Finance | |
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| Insight | |
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| Configuration | |
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| Support | |
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Manage user roles
- Select Configuration
- Select Users and Groups
- Search for the User using their username
- Select the ‘pen’ icon against the user
- Make your changes to the role/permissions and active status
- Select Update User to confirm the changes
Updated 6 months ago