Export & Mass Permissions
1.1 Export & Mass Permissions
1.1.1 Export Permission
Allows:
- Download reports
- Export leads/deals
Give carefully.
1.1.2 Mass Update Permission
Allows:
- Bulk status change
- Bulk assignment
1.1.3 Mass Delete Permission
Allows:
- Delete multiple records
Highly sensitive.
Edit Role
2.1 Edit Role
Go to:
Settings → Roles → Click Edit icon
You can:
- Change permissions
- Add/remove module access
- Save changes
All users under that role will automatically update.
Delete Role
3.1 Delete Role
You can delete role only if:
- No users assigned
OR - Reassign users first
How to Configure Smart business Role
4.1 Ideal Setup
Admin → Full
Branch Manager → All (Branch limited)
Sales Head → All (Branch limited)
Sales Person → Own
Intern → Read Own only