Roles & Authorizations
Roles & Responsibilities
Sourav
Last Update 4 years ago
Role defines the position of a user within the organizational-wide hierarchy. It can be used to provide or restrict access to the data.
Here are below roles and authorizations in Salesmax
- Super Admin
- Admin
- Manager
- Member
| Permissions | Super Admin | Admin | Manager | Member |
|---|---|---|---|---|
| Manage Account | Yes | No | No | No |
| Assign Leads & Task | Yes | Yes | Reportees | No |
| Add/ Delete Users | Yes | Can Request | Can Request | No |
| Make Team | Yes | Yes | Yes | No |
| View Data | Everyone | Everyone | Own & Reportees | Own |
| Edit Data | Everyone | Everyone | Own & Reportees | Own |
| Create Campaigns | Yes | Yes | Yes | No |
