Create a New Role

Create a New Role


 

  1. Navigate to Admin Module: Begin by going to the Admin Module in Insights CRM. This module is central for administrative configurations. 
  2. Access Data Fields: Click on 'Data Fields' within the Admin Module. This section allows you to manage various data-related settings. 
  3. Select 'Role': From the list of data fields, choose 'Role'. This option is dedicated to managing role-related settings. 

 

 

  1. Add New Role: Click on the 'Add Role' tab, located on the right-hand side corner of the page. This will open the role creation interface. 


  1. Role Name: Input the name for the new role. 
  2. Active Field: Ensure that the 'Yes' option is selected in the 'Active' field to make the role active.  
  3. Save the Role: Click on the 'Save' button to store the new role. This action confirms and finalizes the creation of the role. 


 

  1. Confirmation: After saving, the newly created role name will appear in the list, indicating that the changes have been successfully saved and the role is now active. 

 

 



 

By following these steps, you can efficiently create and manage roles in Insights CRM, enhancing the organization and delegation of responsibilities within the system. 




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