You can give all users in your organisation a role in the system. You create the roles yourself. You can also set different customisations for the various roles that will define how much of the system the role in question has access to.

Read more about how you can use roles here.

To create a new role,

💡 Tip: Note that you must always have at least one user assigned to a role to have access to your system. For example, if you only have one role with two users and you delete the role, you will lose access to the system.

If this happens, contact support and they will give you access again.

To change a role, tap Change.

Here you can change the name of a role and which users are assigned to the role.

When you're done, tap Update to save your changes.

To delete a role, tap the three dots next to Change.

Then press Delete. This pop-up window will appear.

Before deleting the role, you can choose to move users with this role to one of the other roles in the system. Tap None to display a drop-down menu of the roles in your system. Tap the role you want to move the users to.

Press Yes to delete the role.

Here you will get a simple overview of all the roles that have been created and which users are assigned to the different roles. Click on the name of one of the roles to see which users are assigned to that role.

💡 Tip: When the role is written in blue and has a blue line under the name, it means that the role is selected. As you can see in the example above, we see the overview for Administrator and the user AM assigned to this role.

Give users custom roles and customise access in the system

As an administrator, you can set up the system for yourself and for other roles that you create in the system. Here you can set up which modules and functions the different users should have access to.

Here we have set up an example of three different roles, Administrator, Sales and Support. To the left of the role name, you can easily see the number of users assigned to the different roles.

Most organisations will have a 'master role', in this case called an administrator who is the organisation's main user(s). Users who have the role of administrator have access to the entire system, they can create new roles and they can change the restrictions, or add restrictions to current roles. They also have access to all organisation details, such as changing the name, logo, address, etc.

A typical administrator role will have access to all modules and functions in the system. A main role can change and delete activities created by all users. This is to give these users the opportunity to, for example, change and/or update something that is incorrect.

Sales

If you have a sales department, it is often important that these users have access to large parts of the system. This can include customer cards, people, products and contracts, etc. However, a limitation of this role can be that salespeople can only change/delete activities that they have created themselves. A sales role also does not need to have access to system settings such as roles, imports and organisation details.

Salespeople will still have access to large parts of the system, but their ability to delete or change their colleagues' work will be limited. They will also not have access to change or create organisation details.

A role for support staff can look quite similar to a role for the sales department. It is important that they have access to the entire system, but they do not necessarily need the ability to delete or change colleagues' activities. In the same way as described above, this role probably doesn't need access to organisational details either.

If support staff are not selling directly to customers, they will not need access to create new sales. It will be enough for them to see signed agreements.

Common to all roles is that you have control over your own user settings.

This means name, contact information, the language you want in the system and the time zone. These are settings that each individual user creates regardless of their role.

You can find your user settings by tapping on Your initials, then My profile