User permissions - Roles and Profiles
Introduction
For every user in the CRM, they are assigned a user and a role.
The role determines what data you can see. For example, I can see all the Deals/Contacts of the users who have the same role as me, but I can't see the Deals/Contacts of anyone above me.
The Profile determines what is allowed from an admin perspective. For example, a "Standard" profile cannot change a workflow, but an "Administrator" profile can.
By default, the first user in your BluMortgage CRM will be set the role of "CEO" and the profile of "Administrator".
How to Update Roles and Profiles
If you are experiencing issues in terms of not seeing data OR not have permission to do certain admin tasks, this is likely an issue with the roles and permissions.
The first step is login as the first user (often your broker) who was setup on the CRM. They are considered the "Super Admin" and can control the roles and profiles of other users. After this, please follow these:
- Go to Settings -> Users and Control -> Users
- Select the user that needs to be updated and next to their name, choose the pencil:
- About halfway down their information, you should see the Role and Profile that can be updated. To give full permission,Update your "role" and "profile" (determines admin permission) to be the same as your broker. Usually this is CEO and Administrator, respectively:
Check out below for a walkthrough video of the process.
