Role Model

Each B2B CRM user should be assigned with a role that corresponds with their job responsibilities. Assigned roles give access to the application pages and allows you to interact with the records.

Role list

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The "out-of-the-box" solution includes the following roles:

• crm_certificate_manager – the employee responsible for the creation of the certifications and emissions of the certificates.
• crm_marketeer – the employee responsible for the marketing campaigns and marketing lists management.
• crm_admin – the B2B CRM system administrator.
• crm_read_admin – the B2B CRM system administrator that can read all application records without creating, updating or deleting them.
• crm_sales – employee from the sales department responsible for the processing of leads and opportunities.
• crm_manager – the leader of the sales department that can process the leads, work with the opportunities and manage them.
• crm_pam – the account manager responsible for a partner company. The employee with this role can read the opportunities of their sales direction and edit the opportunities, in which the Partner field is filled in with the company the employee is Responsible for.
• crm_presale – pre-sale manager. The permissions of this role are identical to crm_pam.

Detailed information about access levels is presented in the ACL article. Extended information on the B2B CRM application roles is available in the article Role Structure. Apart from that, you can find notes about required access level in the articles of the B2B CRM documentation.

My Work in CRM

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The application includes the My Work in CRM navigator category, where the employees can access the application tables with the pre-configured filters for their convenience depending on their role.

tip

The users with the admin, crm_admin, and crm_read_admin roles can access all pages of the My Work in CRM category without the sales direction filters.

Pages of My Work in CRM category

My Sales

Page	Access level	Content
Leads, Opportunities	crm_sales, crm_manager, crm_pam	The tables contain active records of the employee's sales direction for which the current employee or their subordinate is specified as the Responsible or Owner.
Leads (Marketer), Opportunities (Marketer)	crm_marketeer	The tables contain active records of the employee's sales direction.
Customer Companies	crm_sales, crm_manager, crm_pam, crm_marketeer	The table contains active records for which the current employee or their subordinate is specified as the Responsible.
Company Groups	crm_sales, crm_manager, crm_pam, crm_marketeer	The page content is the same as the Customer Companies, but the records in the list are grouped by Parent company.

My Partners

Page	Access level	Content
Partnership Applications, Partnership Agreements	crm_pam, crm_presale	The tables contain records created for the partnership programs of the employee's sales direction for which the current employee is specified as the Responsible.
Partnership Applications (Manager), Partnership Agreements (Manager)	crm_manager	The tables contain records created for the partnership programs of the employee's sales direction for which the current employee or their subordinate is specified as the Responsible.
Partners	crm_manager, crm_pam	The table contains all active records of partner companies.

My Marketing

Page	Access level	Content
Marketing Campaigns	crm_marketeer	The table contains records for which the current employee or an employee of the same sales direction is specified as the Owner.
Marketing Campaigns (Manager)	crm_manager	The table contains active records for which the current employee or their subordinate is specified as the Responsible.
Marketing Messages, Content	crm_marketeer	The tables contain records of the employee's sales direction created by the employee.
Marketing Messages (Manager), Content (Manager)	crm_manager	The tables contain records of the employee's sales direction.

Other

Page	Access level	Content
My Opportunity Board	crm_sales, crm_manager, crm_pam	The page contains the board with active opportunities of the employee's sales direction for which the current employee or their subordinate is specified as the Responsible.
My Content Board	crm_marketeer	The page contains the board with content of the employee's sales direction for which the current employee is specified as the Responsible.
My Content Board (Manager)	crm_manager	The page contains the board with active content of the employee's sales direction for which the current employee or their subordinate is specified as the Responsible.
My Task Board	crm_sales, crm_manager, crm_pam, crm_marketeer	The page contains the board with CRM tasks for which the current employee or the employee that delegated access to the current employee is specified as the Responsible.
My Actions	crm_sales, crm_manager, crm_pam, crm_marketeer	The table contains active records of the Action (crm_action) table or its child tables for which the current employee or the employee that delegated access to the current employee is specified as the Responsible.
Actions Created by Me	crm_sales, crm_manager, crm_pam, crm_marketeer	The table contains active records of the Action (crm_action) table or its child tables created by the current employee.
Content Tasks	crm_manager, crm_marketeer	The table contains records of the employee's sales direction for which the current employee or their subordinate is specified as the Responsible.

tip

• Subordinates – the employees for whom the current employee is specified as the Manager.
• Employee that delegated access – an employee that configured delegation of access right to the current employee.

Main pages

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There are several options for the main page available in the application. You can select them in the application Preferences. Each main page contains a dashboard configured for the convenience of an employee performing a specific job. The reports contain lists of records with the configured filters, as on the My Work in CRM category pages. The dashboard reports are currently only available in Russian. Possible main page options:

Main page	Role	Dashboard reports	Translation
CRM sales specialist	crm_sales	Мои действия Открытые мной действия Мои задачи Интересы Возможные сделки Компании клиентов	My Actions Actions Created by Me My Tasks Leads Opportunities Customer Companies
CRM manager	crm_manager	Мои действия Открытые мной действия Мои задачи Задачи по контенту Интересы Возможные сделки Компании клиентов Заявки на партнерство Партнерские соглашения Партнеры Маркетинговые кампании Маркетинговые сообщения Контент	My Actions Actions Created by Me My Tasks Cotent Tasks Leads Opportunities Customer Companies Partnership Applications Partnership Agreements Partners Marketing Campaigns Marketing Messages Content
CRM marketer	crm_marketeer	Мои действия Открытые мной действия Мои задачи Задачи по контенту Интересы Возможные сделки Компании клиентов Маркетинговые кампании Маркетинговые сообщения Контент	My Actions Actions Created by Me My Tasks Content Tasks Leads Opportunities Customer Companies Marketing Campaigns Marketing Messages Content
CRM partner account manager	crm_pam, crm_presale	Мои действия Открытые мной действия Мои задачи Интересы Возможные сделки Компании клиентов Заявки на партнерство Партнерские соглашения Партнеры	My Actions Actions Created by Me My Tasks Leads Opportunities Customer Companies Partnership Applications Partnership Agreements Partners