Businesses have different kinds of departments to manage daily. And each department has its role to play and has different privileges for access to multiple areas in operations.
OfficeClip had a role and privileges option, but now it is enhanced to enable Administrators to provide access to different roles.
- Check current roles in Settings > Organization Settings > Privileges > Manage roles.
- Organizational Administrators can decide the roles and privileges for each department.
- To set privileges, go to Settings > Organization Settings > Privileges > Role privileges.
- You will see a list of different applications and privileges for each application. For example: for the Contacts module, who can create, edit, or delete a contact, assign ownership to the contact, or which user can view reports.
- Also, view all users’ roles on the role privileges screen.
This feature will ease the Administrator’s work for allocating roles and providing access to different departments.
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