Custom User Types in User Management
gathering votes
C
Christa De La Torre
Added custom position types/in user management-please add as an additional title as /'Fleet Sales'.
Shawn Goebel
Merged in a post:
More fields in the Users management tab
W
William Newby III
Currently only shows "Sales, BDC, Service, Owner, Expert"
Why can we not have a tab for each available role like the attached image. or by tags. but tags need to be preset.
Shelby Parker
Hello William Newby III! I have a few more questions for you:
- What specific roles or tags would you like to see added to the Users management tab?
- How would having separate tabs for each role improve your workflow or user experience?
- Are there any specific functionalities or permissions you expect with the new role tabs?
Shawn Goebel
Merged in a post:
we need a Type for Receptionist, they are showing as BDC which we do not want.
L
Laura Lenhart
Type of Receptionist
L
Laura Lenhart
Receptionist only needs to see appointments and be able to look up a customer record, they answer the phones at the desk. No reports or any other roles.
Shelby Parker
Thank you for posting, Laura Lenhart! I have a few more questions for you:
- What specific functionalities or permissions should the 'Receptionist' type have that differ from the 'BDC' type?
- Are there any specific reporting or analytics needs for the 'Receptionist' type?
- How should the 'Receptionist' type interact with other roles within the CRM system?
Shawn Goebel
Merged in a post:
ADD POSITIONS IN DROP DOWN IN USER MANAGEMENT
T
Tina Whitehouse
I HAVE POSITIONS THAT ARE NOT EVEN CLOSE TO THE ONES THAT ARE LISTED AND DO NOT HAVE THE ABILITY TO USE MY OWN
Shelby Parker
Great to hear your perspective, Tina Whitehouse! I have a few more questions for you:
- Can you provide a list of the positions that you would like to see added to the drop-down menu in User Management?
- Are there specific permissions or access levels associated with these new positions that should be considered?
- How frequently do you anticipate these positions changing or needing to be updated?
Drew Adler
gathering votes
C
Christa De La Torre
The same responsibilities as sales but i just do nit want then to appear on the sales reports
Shelby Parker
Great to hear your perspective, Christa De La Torre! I have a few more questions for you:
- Could you please elaborate on the responsibilities and permissions associated with the 'Fleet Sales' position?
- Are there any specific features or functionalities that the 'Fleet Sales' position should have access to?
- How does the 'Fleet Sales' role differ from the existing roles in the system?
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