IRIS CRM provides you with the ability to label the lead or merchant documents using your own custom labels. Additionally, when creating and configuring a custom label, you can assign the document Download, Upload and Delete permissions to specific Users, User Classes or User Groups.
For example, if you create a new label called the "Merchant Statement", and enable the Download, Upload and Delete permissions for the Sales Rep User Class, then all of your Sales Reps will be able to:
- Download a document which has the "Merchant Statement" label applied to it.
- Upload a document and apply the "Merchant Statement" label to it.
- Delete a document which has the "Merchant Statement" label applied to it.
Furthermore, for each of the three actions listed above, it is also possible to narrow the scope of the operation and apply the permissions only to the documents generated from a Lead, a Merchant, or via TurboApp.
Adding and Editing Labels
To add a new label, go to Manage > Administration > Documents > Labels.
On the Manage Document Labels page, click the "Add New Label" button. Enter the name of your new label in the dialog box and click the "Add" button:
Your new label will now be added to the list of existing labels. To change the name of the label later, click the "Edit" button and enter and save the new label name:
Managing Label Permissions
To edit the label permissions click on the "Permissions" button:
The "Manage Label Permissions" pop-up dialog will appear as shown in the below image. The top table is used to add new permissions while the bottom table is used to display existing permissions:
Adding a Permission
To add a new permission, first select the permission "Scope" (i.e. User, User Class or User Group).
Depending on which scope you chose, the "Selection" menu will display the options available, and you can then select the required item (e.g. Sales Rep).
Finally, use the "Limit To" dropdown to select whether the permissions will be applied to documents originating from a Lead, a Merchant or the Turboapp:
If you selected an Administrator-type user in the "Selection" dropdown, then the "Limit To" dropdown will show three options, i.e. "Lead files", "Merchant files" and "Turpoapp files". In all other cases only the first two options will be shown in the dropdown.
After you've selected who the permissions will apply to, you now need to set the label permissions by clicking on the green checkmark icon (permission enabled) or the red crossed-out icon (permission disabled). Each time you click on an icon it alternates between the checkmark and the crossed-out icons.
After you've selected the required permissions, click the "Plus" button in the Action column, and your new permissions will be added to the Existing Permissions table. In order to finish applying the new change, click the "Save Permissions" button:
Updating a Permission
In order to update an existing permission, follow the same steps as when adding a new permission. When you attempt to save the updated permission, and if a permission with the same parameters already exists, then a message will appear asking if you wish to override the previously configured permission:
Click "OK" and your new updated permission will override the previous one. Finally, click "Save Permissions" in order to save your changes:
Deleting a Permission
To delete a specific permission, click on the "Delete" button in the Action column of the Existing Permissions report:
After the permission has been removed from the report, click on the "Save Permissions" button on the "Manage Label Permissions" pop-up to save your changes:
Deleting a Label
To delete an existing label, click on the "Remove" button:
If a label has been assigned to one or more documents, you will first need to assign those documents to another label, and only then delete it.
If this is the case, a pop-up window will appear where you can select the new label. Then click "Move and delete." The documents will be moved to the new label, while the old label will deleted: