Features of the User and Permissions Menu
In this menu, you can manage all aspects related to users, including roles and permissions. You can create new users, modify existing ones, and assign roles that control access to different functionalities in the application.
Display Modes
There are two main display modes:
Hierarchical Mode: Displays the organisational structure of users, showing dependencies and team organisation.
Table Mode: Presents all users in a table format for quick editing.
Managing Users
To manage users:
Create New User: Click the “Create” button and fill in personal and job details (name, email, phone, etc.). You can also assign the home branch and set the interface language.
Roles and Permissions: Assign roles, which define what actions a user can perform. Roles like “Sales Manager” come with predefined permissions that control visibility and access to accounts, opportunities, and contacts.
Email Synchronisation: Manage user email data for synchronising communications.
User Modification: You can impersonate, duplicate, or deactivate users. Duplicating helps save time by copying existing settings for new users.
Permissions Menu
The Permissions menu offers an overview of available roles and the permissions associated with each one.
To modify a user’s role or permissions, go to Users > Edit > Roles and Permissions.
Each permission has a brief explanation of its function, helping you understand its impact on user activities.
This menu is vital for maintaining an organised and secure team structure in ForceManager, ensuring users only access areas relevant to their roles.