Your CRM is set up with user classes, which specify what a user can see and do in the system. The permissions of the user class is how you configure the access for each role in your organization, such as Sales Rep, Sales Manager, Support, and Administrator, as well as any other user classes you want to create.
In this article, we show you how to create and manage your CRM user classes.
Creating a New User Class
Here are the steps to create a new user class:
Navigate to Manage > Administration > Users & Groups > User Classes. You will see your existing user classes and the number of active users per user class:
Click the Add New User Class button in the top-right corner and a pop-up window will appear which you can use to configure the basic settings of your new user class.
You will need to enter the name of the new user class, and either copy the permissions from an existing class (STRONGLY RECOMMENDED) or select a user class type (Basic, Advanced, or Admin). When finished, click the Add button:
Once the user class has been added, you will see it in the list of user classes.
To edit its access, click the Permissions button next to the user class that you just created:
You will now see the list of features along with checkboxes under each Type: Basic, Advanced, and Administrator. The Type will control the permissions available to the user and if on a per user pricing plan, also set the base cost for each user:
Hovering over a feature will show more details about what it contains:
You may check or uncheck the box next to a feature that should be added or removed, however, please note that doing so will select the permissions within the feature. You should first click on the feature's row to expand the list of permissions within it. Hovering over a permission will show a quick explanation of it.
Some checkboxes will show an X indicating that they are not available to that user class based on the Type column selected. If needed, change the Type, for example from Basic to Advanced, and then select the desired permissions.
Once the user class permissions have been edited to include or exclude your desired options, click the Save button.
Editing Existing User Classes
You may edit an existing user class by navigating to Manage > Administration > Users & Groups > User Classes, and clicking on one of the available actions for the desired user class.
Actions available on the existing user classes are:
- Delete: Allows you to delete the user class. If there are existing users in the user class, you will be prompted to move them to another user class.
- Auto Disable: Allows you to set a threshold for notifying and disabling users that have not logged in for a certain number of days.
- Edit: Allows you to change the name of the user class.
- Permissions: Allows you to change the permissions for the user class.