On this page we will tell you about the User Management in FT CRM.
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.
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.
Below is a list with the roles available in Fast Track and their meaning:
Select all roles
Selects all roles for the user
Activity Manager - Override opt-out
Required to override the communication channel consents from the action
Activity Manager - Trigger Admin
Required for creating triggers in the system
Activity Manager Admin
Required for creating campaigns in the system
Required for creating test users that can trigger actions for internal testing
Analytics Management Admin
Required for accessing the reporting & analytical dashboards
Backoffice Management Admin
Required for managing/creating/updating trigger types/segment types/action types (technical settings)
Role for Fast Track users (limited access)
Integration Management Admin
Required for access to integration debug console, data migration portal and integration documentation
Required for accessing/creating Lifecycles
Required for accessing/managing the media library (e.g. uploading files)
Player Origins Admin
Required for managing player origins (*if you have a player origins integration)
Player Profile Admin
Required to access the Player Profile (e.g. search for a player)
Projects Manager Admin
Required to access & manage Projects
Role to give very limited access - "Read Only"
Service Portal Manager
Required for accessing the Service Portal
User Data Management
Required to be able to view sensitive user data
Users & Roles Admin
Required to create, manage and edit internal system 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.