1. Create a Management Role

Administrators can create a management Role under System Management - Role Permission Management - Manage Functional Permissions.

• Management Roles are assigned to system administrators to perform system administration tasks, such as Org Structure administrators managing company departments and staff.

2. Role Permission Settings

2.1 Administrative Permissions

• Administrative permissions refer to access rights for backend system configuration and management, such as managing the company Org Structure, object management, and process management. Employees granted the corresponding system permissions can access the related backend system menus and perform the relevant configuration and management tasks.

2.2 Employee Role Assignment

Administrators can select any Role in System Management - Role Permission Settings and assign that Role to employees on the Employee Assignment page. A Role can be assigned to multiple employees, and an employee can have multiple Roles. When an employee has multiple Roles, their functional permissions are the union of all assigned Roles.

• Add Employee: Assign a Role to a new user; the assigned employee gains access to the CRM application. For example, to assign the “Salesperson” Role to a newly hired salesperson, click Add Employee, select the new hire, check the Salesperson Role, and save. If the employee already has any specified Role, the newly added Role(s) will be added on top of existing assignments.