• Resolved Eloi Marques da Silva

    (@eloimarquessilva)


    We have the following scenario: we have a sales team and this team has a sales manager.

    Sales manager should be able to add, delete and edit leads and customers, but salespeople should not be able to delete leads or customers. How to implement this in CRM?

Viewing 5 replies - 1 through 5 (of 5 total)
  • Plugin Support Cena (a11n)

    (@cena)

    Hi @eloimarquessilva ,

    Thanks for reaching out!

    CRM does have built-in ‘manager’ roles:

    https://kb.jetpackcrm.com/knowledge-base/setting-up-your-team/

    For example, the Jetpack CRM Customer Manager can manage the customers/contacts in the CRM, update their details and send communications.

    Sales people – what do you envision them doing within the CRM itself?

    If you need something with more fine-grained capabilities, you’ll likely need to use something like the User Role Editor plugin to do this:

    https://wordpress.org/plugins/user-role-editor/

    Hope that helps!

    Best,
    Cena

    Thread Starter Eloi Marques da Silva

    (@eloimarquessilva)

    Sales people should not be able to delete leads or customers.

    I’m using the role editor, but I don’t know which role needs to be disabled to prevent sales people from deleting leads or customers.

    Which of the rules below should be disabled to achieve this effect?

    admin_zerobs_customers
     admin_zerobs_customers_tags
     admin_zerobs_events
     admin_zerobs_invoices
     admin_zerobs_logs_addedit
     admin_zerobs_notifications
     admin_zerobs_quotes
     admin_zerobs_sendemails_contacts
     admin_zerobs_transactions
     admin_zerobs_usr
     admin_zerobs_view_customers
     admin_zerobs_view_events
     admin_zerobs_view_invoices
     admin_zerobs_view_quotes
     admin_zerobs_view_transactions
     manage_categories
     read
     upload_files
     zbs_dash

    Thank you.

    Plugin Support Cena (a11n)

    (@cena)

    Plugin Support Cena (a11n)

    (@cena)

    Shoot, sorry about that!

    admin_zerobs_customers controls admin functions on customers/contacts, which includes deletion (compare vs. admin_zerobs_view_customers).

    Some things to caution about here:

    a – Test on a staging site. Many hosts provide a staging service, where you can do testing without affecting the live site. You can ask your host about this. If they don’t give you a staging site, you could try WP Staging or Duplicator:

    https://wordpress.org/plugins/wp-staging/
    https://wordpress.org/plugins/duplicator/

    b) users with access to editing roles gets access to the full list of user capabilities (ie, they can also delete, etc.) This is a URE limitationcr.

    c) we don’t make URE, and are only suggesting it as a courtesy. If you need help with that plugin, you’ll need to contact the plugin developer directly.

    The definitions for the built-in roles can be found here:

    …plugins/zero-bs-crm/includes/ZeroBSCRM.Permissions.php

    Best,
    Cena

    Plugin Support Jay (a11n)

    (@bluejay77)

    Hi there,

    It has been more than one week since we have heard from you, so I’m marking this topic as resolved.

    But if you have any further questions or need some more help, you’re welcome to reply here or open another thread.

Viewing 5 replies - 1 through 5 (of 5 total)
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