How can I manage user roles in my CRM?
An example of an AI chatbot conversation about managing user roles in a CRM system.
How can I manage user roles in my CRM?
You can manage user roles by navigating to the 'User Management' section in your CRM settings.
What roles can I assign to users?
You can assign roles such as Admin, Manager, Sales Rep, and Support Agent, each with different permissions.
Can I customize the permissions for each role?
Yes, most CRMs allow you to customize permissions for each role to fit your organization's needs.
How do I add a new user to a specific role?
To add a new user, go to 'User Management', click 'Add User', and select the desired role from the dropdown.
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