The roles and permissions feature is a crucial component of any system or application that involves multiple users. It allows you to assign specific roles to users and define their permissions, ensuring that each user has access to the appropriate functionalities and data based on their responsibilities.



In this guide, we will explore the roles and permissions feature for a system with five types of users: Admin, CRM Agent, CRM Manager, Store Agent, and Store Manager.

Admin: 
The Admin is the highest level of authority in the system. They have complete control over all functionalities and settings. 

CRM Agent: 
The CRM Agent is responsible for managing customer relationships and related activities. They retain accessibility to all important features and functionalities, including the ability to view and modify customer data.

CRM Manager: 
The CRM Manager oversees the CRM Agents and holds additional administrative capabilities within the system. 

Store Agent:
The Store Agent is responsible for managing the store's operations and inventory. However, they do not have permission to delete any data within the system, ensuring data integrity and security.

Store Manager: 

The Store Manager supervises the Store Agent and has additional administrative capabilities.


As an admin you can invite a person as a CRM agent, CRM Manager, Store Agent or Store manager by following the below mentioned steps. 

  • Admin has to mention the Email and select the roles they want to give access.

  • Click on Users > Invite Users

  • Add Email & Select Roles (You can assign multiple roles to a single user.)

  • Users will get email on added email id by Admin. He/She has to Accept invitation.

  • He/She needs to set their Password if they are creating an account for the first time. 

  • If the email ID already has an existing account, users can log in using the same credential.

  • All Users list will display the same as the screenshot below. Admin can Edit, Delete Users & Roles as per their requirement.

  • If a user does not have access to any feature, they will receive the following message. The user should reach out to the Admin and request the necessary access permissions for their role.

Summary of Roles & Permissions:


CRM Features

Admin

CRM Agent

CRM Manager

Contacts (Create / Edit )

✅

✅

✅

Contacts Delete

✅

❌

✅

Quick Reply (Create / Edit) 

✅

✅

✅

Quick Reply Delete

✅

❌

✅

Dashboard

✅

✅

✅

Tickets (Create / Edit)

✅

✅

✅

Tickets Delete

✅

❌

✅

Ticket Export

✅

❌

✅

Reminder (Create / Edit)

✅

✅

✅

Reminder Delete

✅

❌

✅

Activity (Create / Edit)

✅

✅

✅

Activity Delete

✅

❌

✅

Ticket Status (Create / Edit)

✅

✅

✅

Ticket Status Delete

✅

❌

✅

Message View / Copy

✅

✅

✅

Message Delete

✅

❌

✅

Media View / Download

✅

✅

✅

Media Delete

✅

❌

✅

Chat View

✅

✅

✅

Chat Delete / Export

✅

❌

✅

Funnels (Create / Edit)

✅

✅

✅

Funnels Delete

✅

❌

✅

Tag (Create / Edit)

✅

✅

✅

Tga Delete

✅

❌

✅

Contact (Import / Export)

✅

❌

✅

Configure SalesForce

✅

✅

✅

Manage SalesForce Leads

✅

✅

✅

Configure HubSpot

✅

✅

✅

Manage HubSpot Leads

✅

✅

✅

Poll (Create / Edit)

✅

✅

✅

Poll (Delete)

✅

❌

✅

Configure Google Calendar

✅

✅

✅

Schedule Google Calendar Events

✅

✅

✅

Save Message / Media with Tags

✅

✅

✅

System Tabs (Filter WhatsApp Chat Stages)

✅

✅

✅

Chat Close / Reopen

✅

✅

✅

Configure WhatsApp Cloud API

✅

❌

✅

WhatsApp Broadcast (Create / Start / Pause)

✅

✅

✅

Delete WhatsApp Broadcast Contacts

✅

❌

✅

Delete WhatsApp Broadcast

✅

❌

✅

CRM Settings

✅

❌

✅





Store Features

Admin

Store Agent

Store Manager

Product (Add / Edit)

✅

✅

✅

Product Delete

✅

❌

✅

Category (Add / Edit)

✅

✅

✅

Category Delete

✅

❌

✅

Order (Create / Update)

✅

✅

✅

Order Delete

✅

❌

✅

Store Theme

✅

❌

✅

Order Notification Setting

✅

❌

✅

Badges & Charges (Add / Edit)

✅

✅

✅

Badges & Charges Delete

✅

❌

✅

Manage Stock

✅

✅

✅

Product (Import / Export)

✅

❌

✅

Attribute & Variation (Add / Edit)

✅

✅

✅

Attribute & Variation Delete

✅

❌

✅

Store Settings

✅

❌

✅

Links (Create / Update)

✅

✅

✅

Links Remove

✅

❌

✅

Custom Pages (Create / Update)

✅

✅

✅

Custom Pages Remove

✅

❌

✅

Payment Gateway Integration

✅

❌

✅

Shipping Location (Create / Edit)

✅

✅

✅

Shipping Location Remove

✅

❌

✅

Addons & Coupon Code (Create / Edit)

✅

✅

✅

Addons & Coupon Code Delete

✅

❌

✅

Review (Approve / Reply / Edit)

✅

✅

✅

Review Delete

✅

❌

✅

Add Custom Code & Store Banner 

✅

✅

✅

Delete Store Banner & Custom Code 

✅

❌

✅

 Checkout Form Settings

✅

✅

✅

Custom Fields of Checkout Form (Add / Edit)

✅

✅

✅

Custom Fields of Checkout Form Delete

✅

❌

✅

Configure Facebook Pixel

✅

❌

✅

Integrate Google Analytics / Google Analytics4

✅

❌

✅

Biz Profile Update

✅

❌

✅

Setup Custom Domain 

✅

❌

❌

Zapier Integration

✅

❌

❌

Sitemap Integration

✅

✅

✅





Feature

Admin

Agent

Manager

Delete Account & Wipe Data

✅

❌

❌

Notifications Page

✅

✅

✅

Subscription Page

✅

❌

❌

Invite Staff (Role & Permission)

✅

❌

❌

Credit Purchase

✅

❌

❌


As shown in the table above, users will be granted access to features based on their assigned roles.


In case you have any questions regarding this, feel free to ask questions in our Facebook Community or Reach us anytime at support@vepaar.com