Product Thursday: Roles and privileges in the business app
Hello there,
Running a team effectively is all about managing individuals as per their specific roles.
Wouldn't it be great if you can easily manage their access to the CRM including the calendar, settings, reports, payroll, etc, based on their roles? Well, we thought the same, and presto, we've made that happen!
Roles and Privileges in the Business App!
Adding and Editing Events:
This feature gives you the power to decide who gets to add and edit events via the business app. This way, you can streamline your workflow and engage your team members responsibly.
Customer Contact Details Access:
This function allows users to view the email and phone numbers of contacts within the app itself. Talk about having crucial information at your fingertips!
Business App Calendar Access:
This one's a game changer! With this new feature, you can choose who gets the power to see the events of all instructors within the app. Cool, right?
How to Toggle
- Navigate to 'settings' in your CRM and select 'Roles & Privileges'.
- Add or edit the role
- Toggle as you like
So, why wait? Make the most of our new feature now and watch your team members step up their game!
Remember, a well-coordinated team is the backbone of any successful business. Keep managing smartly and keep winning!
