CRM - User Permissions

As with any new feature in Rave we have implemented a new set of permissions for our CRM upgrade.  By default a user who is assigned the group 'Sales Person' will have access to all of the below permissions Some being Default and Others being Optional.  

The permissions with an asterix (*) should be viewed one by one to determine if you are happy for your salespeople to have those extra permissions. Some should only be on for Sales Managers/Branch owners, as they are a higher-level permission.  These can be turned on or off by the person or persons who have 'manager user' permissions in your branch.

To view the Article on how to find and manage users, please click here 

To view the Article on how to edit a user's group/permissions, please click here

CRM permissions

• Enable CRM - this means the CRM tab is visible for the user.
• Client Notes -This allows the person to add/edit/delete their own client notes
• Other Client Notes* - This allows the person to add/edit/delete other client notes
• Enquiry Photos - Manage my Client photos/Videos 
• Others Enquiry Photos* - This allows the person to edit/delete other users' album photos/videos
• Change Salesperson* - This allows the person to reassign enquiries to a different salesperson
• Edit Locked Client Enquiry* - This allows the person to make changes to an enquiry after its been marked as won including transferring the enquiry to a new client 
• Enquiry Files -This allows the person to add/edit/delete their own files on an enquiry
• Others Enquiry Files* - This allows the person to add/edit/delete other people's files on an enquiry 
• Enquiry Activities - Manage my own Activities
• Others Enquiry Activities* - Manage the activities of all users, including creating Activities on behalf of other people 
• Merge Clients - The ability to merge duplicate clients or other clients into one another (a merge cannot be undone)
• CRM Email Templates - This allows the User to edit/manage CRM email templates like client welcome emails, password reset templates 
• Enquiry Messages - Ability to manage/send messages out of CRM
• Others Enquiry Messages - See all messages within an enquiry, not just my own
• Enquiry Notes - This allows the person to add/edit/delete their own enquiry notes 
• Others Enquiry Notes* - This allows the person to add/edit/delete others' enquiry notes 
• Archive Clients* - Ability to archive and unarchive clients - this is not a feature that is dangerous, as it can be undone 
• CRM Export/Templates* - This allows the user to export out of Rave CRM using standard screen exports or custom exports. Without this the User cannot export any information out of CRM.