With the help of User Management, you can create and manage roles and users within FT CRM. This gives you the possibility to structure and organise the different access requirements needed for the different teams/team members within your organisation.

User Management
User Management

Roles

Anyone with the role Manage Roles & Manage Users can set up and manage permissions on roles. Create roles, with the right access and limitations, that suit the different teams in your organisation. It's important that the teams have the right access for their daily tasks but it's also equally important to limit access as some areas in FT CRM are sensitive and should only be accessible for specific roles.

Users

Anyone with the role Manage Roles & Manage Users can set up and manage permissions on users. Create users and give them the relevant role(s) to give them the right access in FT CRM. You can always change the roles of a user, at any time, should it be required.