In SalesVu you can create Employees' Roles to manage your employees' access to features. Creating employees' roles allows you to create predefined roles and assign access to features based on these roles, instead of configuring access levels for each employee individually.
Creating Employee Roles and Selecting Access for them:
1. Sign in to Salesvu.com
2. Click on "Employees" on the left-hand menu
3. Open the "Access Levels" tab on the top
4. Click on the "Add Role" option on the upper right corner
5. Enter “Role Name” with the job title, and Click on “Save”
6. Click on "Manage Access" Choose Access Levels for the role
7. Expand the dropdown menu at the left top, and choose "Web Access Level" or "Device Access Level". Enable access levels for the job role.
Assigning Job Roles to The Employee
1. Sign in to Salesvu.com
2. Click on "Employees" from the left-hand menu
3. Click on the drop-down menu next to the employee name and Click on "Edit"
4. Scroll down and click on the drop-down menu next to "Roles" and select the roles for the employee.
5. Click on "Save" and You are all set!
Cloning Employee Roles:
Once you have configured an employee role, you can clone it and create a new one with the same access levels. Follow the steps to clone an employee role:
1. Within the "Employees" please go to the "Access Levels" tab on the top
2. Click on 'Clone' next to the employee role
3. Enter the new role name and click on 'Save'
4. You are all set!