1. Creating Management Roles

Administrators can create management roles under “System Settings > Role & Permission Management > Functional Permissions”.

• Management roles are assigned to system administrators to perform system management tasks, such as Org Structure administrators managing company departments and personnel.

2. Role Permission Configuration

2.1 Management Permission Settings

• Management Permissions: These refer to access rights for backend system configurations, such as enterprise Org Structure management, object management, and process management. Employees with corresponding system permissions can access the relevant backend menus and perform configuration tasks.

2.2 Employee Role Assignment

Administrators can assign roles to employees in “System Settings > Role & Permission Configuration” by selecting any role and assigning it on the employee allocation page.

• A single role can be assigned to multiple employees, and an employee can have multiple roles. If an employee has multiple roles, their functional permissions are the union of all assigned roles.
• Adding Employees: Assign roles to new users. Employees with assigned roles gain access to the CRM application. For example, to assign the “Sales Rep” role to a newly hired salesperson, click “Add Employee,” select the new hire, check the “Sales Rep” role, and save. If the employee already has the specified role, the new role will be added in addition to the existing ones.