Roles
Assigning Roles in CRM3® allows you to create Categories to which employees, superiors and colleagues within your organization can be assigned. This will help you to better understand your business and coordinate with your coworkers effectively. These Roles are accessed by selecting Roles beneath the Administration tab to display the Roles screen, illustrated below. CRM3® provides you with a group of Roles by default, including Executive, Director, Sales Agent, Marketer and Developer, but you can add additional Roles to the system that are unique to your organization by selecting Add New Role.
Making a selection from the Select Role list will display the Role Settings and Owned Roles associated with a particular Role, as shown in the illustration below. You can adjust the Owned Roles associated with a Role simply by selecting or deselecting the appropriate checkboxes.