In the Role Management tab, you can configure permissions for roles and set privacy settings for sensitive fields. This allows you to control access and protect sensitive information in the CRM Back Office Portal.

To create a new role, follow these steps:

1. Click "Add Role."
2. Enter the role name.

3. Provide a description for the role.

4. Click "Create Role" to save the new role.

You can also configure data permissions for different roles, allowing you to set data restrictions based on specific criteria.

Setting data permissions allows brokers to restrict users' access to client and lead data, ensuring that they can only view the data they are directly involved with. This helps maintain data privacy and confidentiality, as well as streamlines workflow by focusing users' attention on relevant information.

The available options for data permissions are:

1. Company Wide: You will have access to view all data across the company.

2. Attributable to Ownself: You will have access to view data for clients or leads that are specifically assigned to you.

3. Attributable to Subordinates: You will have access to view data for clients or leads that are assigned to your subordinates.

4. Self-Involved: You will have access to view data for clients or leads in which you are a participant.

5. Subordinates-Involved: You will have access to view data for clients or leads in which your subordinates are participants.

6. No Owner: You will have access to view data for clients or leads who have no assigned owners.

To set data permissions for a specific role, follow these steps:

1. Find the role you want to configure data permissions for and click the "View Permissions" icon.
2. Click the "Edit" icon.
3. Click "Data Permissions".
4. Select the appropriate data permissions based on your desired restrictions.

5. Click "Confirm" to save the data permissions.
6. Click "Save".

You are able to configure sensitive fields within the CRM by hiding them completely or partially. This feature allows you to protect confidential information and prevent unauthorized access to sensitive data.

Setting Up Sensitive Fields

To configure sensitive fields, follow these steps:

1. Click "Add Sensitive Fields."
2. Choose the specific field(s) you want to hide.

3. Select the level of visibility you prefer: "Completely hidden" or "Partially hidden." Partially hidden fields will display asterisks (*) to mask a portion of the data.

4. Click "Confirm" to save the changes.

Application

1. Completely hidden fields will be hidden completely from the users.

2. Partially hidden fields will display asterisks (*) to mask a portion of the data.

To delete a role, follow these steps:

1. Locate the role you wish to delete and click the "Delete" icon.
2. A popup notice will appear to confirm your action.

3. Click "Confirm" to proceed with the deletion.

4. Note that if a role has users assigned to it, you will not be able to delete it. You will need to reassign those users to other roles before deleting the role. This ensures that users continue to have appropriate access and permissions within the CRM system.

Editing Role Name and Description

To edit the role name and description, follow these steps:

1. Locate the role you wish to amend and click the "Edit" icon.
2. Make the necessary amendments.

3. Click "Save".

Editing Permission Rights

To edit permission rights, follow these steps:

1. Locate the role for which you want to configure permission rights and click the "View" icon.
2. A list of permissions will be displayed.

3. Click the "Edit" icon.
4. Select the desired permissions for this role.

5. Click the "Save" icon to apply the changes.