CRM User Settings

CRM User Settings allows you to manage user access and define role hierarchy within your CRM environment.

Through this section, you can control who has access to customer data, assign roles based on responsibilities, and ensure proper structure across your organization.

This section consists of two main tabs:

• CRM User → Manage users who have access to the CRM, including their roles and permissions
• Role Hierarchy → Define and organize the structure of roles to reflect your team or organizational hierarchy

1. CRM User

The CRM User page displays a list of all CRM users, including their email, assigned role, and authority level.

This section allows you to manage user access, define responsibilities, and ensure proper control over CRM data and features.

Create New Users

To add a new user, click + Create User in the top-right corner. You can choose one of the following methods:

a. Create New Users

Create a new user by entering their basic information:

• Name
• Email
• Password

Then:

• Select the appropriate Role
• Assign an Authority level (Basic or Administrator)

b. Import From Chat

You can also add users directly from existing Chat users:

• Select a user from the Chat user list
• Assign the appropriate Role
• Assign an Authority level (Basic or Administrator)

CRM Role Hierarchy

The Role Hierarchy page allows you to define and manage the hierarchical structure of roles within your organization.

This structure determines how data access is distributed across users, ensuring that visibility aligns with your organizational responsibilities and reporting lines.

How It Works

Users can access data based on their position within the hierarchy:

• You can view your own data
• You can view data from roles below (subordinate roles)
• You cannot view data from roles above (parent roles)

This ensures that data access remains controlled, while still enabling visibility for supervision and management purposes.

Create Role

To create a new role, click + Create Role, then configure the following fields:

a. Role Name

Enter the name of the role (maximum 50 characters).

b. Reports To

• Select the parent role in the hierarchy.
• This determines the reporting structure and data visibility flow.

c. Share Data with Peers

Enable this option to allow users within the same role level to view each other's data.