ABSS CRM · Settings

Roles

A role is a named set of permissions. You name the role, then turn switches on module by module. That decides what a person with the role can open and do in CRM. You give the role to people on Users, which only picks the role and does not define the switches.

Who it's for: Admins who set up the permissions they assign on Users
Where to find it: SettingsRoles
What you need: The Admin role

Roles walkthrough

Coming soon

What you can do here

Create a role with a name, a description and its own set of permissions.
Turn Full Access, View, Create, Edit and Delete on or off for each module.
Copy a role to start a new one with the same switches.
Edit a role, or delete one that nobody is using.

Before you start

The Admin role: Roles is under Users & Roles in Settings. Only admins see it.
How to open Settings: Choose the Settings gear icon in the top bar. It opens All settings, where you pick Roles, either on the page or in the menu on the left. Close takes you back to the Dashboard.
A plan that includes the modules: You can switch on only the modules your plan includes. The others stay switched off.

Find a role in the list

The list shows every role in the company. Use it to add a role and to reach Edit, Copy and Delete.

Title: Roles Management.
Columns: Role Name, Description and Actions. Choose the Role Name or Description heading to sort the list by it.
Add: Opens the Add Role form.
Actions: The three icons on each row: Edit role, Copy Role and Delete role.
What it affects: Which named roles you can pick on Invite User and Update User. A role changes nothing for a person until you give it to them on Users.

Add a role

A role is a name, a description and a table of switches.

Choose Add
Go to Settings → Roles and choose Add. The Add Role form opens.
Enter the Role Name and Description
The name is required. The fields at the top of the form are described below.
Set the switches for each module
Work down the table and turn on what this role should be able to do.
Choose Save
The role is saved and you return to the list. Cancel, or the back arrow beside the title, returns to the list without saving.

Role Name: Required. It must be different from every other role in your company.
Description: Optional. A short note on what the role is for. It shows in the list.
This Role is for Accountant users: A checkbox, ticked when you start a new role. The form explains it this way: if you mark this option, all users who are added with this role will be accountant users.

How the permission table works

Columns: Module Name, Full Access, View, Create, Edit and Delete.
Group rows: Rows in bold are headings with no switches. They group the rows indented under them.
Full Access: Turns View, Create, Edit and Delete on together, or off together. It also shows as on when you have turned all four on one by one.
Switches that turn each other on: Turning on Create also turns on View. Turning on Edit also turns on View and Create. Turning on Delete also turns on View, Create and Edit.
Modules not on your plan: The row shows (Upgrade your plan to get access). Its switches stay off and cannot be changed.

Which switches each row has

Group	Rows	Switches on each row
Your CRM modules	The modules of your company's CRM, such as Dashboard, Leads, Customers, Items, Quotations, Sales Orders, Campaigns, Visit, Task and Support.	Full Access, View, Create, Edit, Delete
Lead Management	Lead Industry, Lead Status and Lead Source.	Full Access, View, Create, Edit, Delete
Item Management	Item Group.	Full Access, View, Create, Edit, Delete
Sales	Sales Order Tag.	Full Access, View, Create, Edit, Delete
Settings	Payment Terms and Item Unit.	Full Access, View, Create, Edit, Delete

View: The person can open the module. A module without View does not appear in their menu or in their Settings.
Create, Edit and Delete: The person can add, change or delete records in that module. Buttons they cannot use are greyed out.

Note: The first rows follow your company's own modules, so they are not a fixed list. The four groups after them, Lead Management, Item Management, Sales and Settings, are always in the table. Rows that are not on your plan stay switched off.

Edit or copy a role

Both start from the icons on the role's row in the list.

Edit role: Opens Edit Role with the role's name, description and switches filled in. Change what you need, then choose Save.
Copy Role: Opens Add Role (Copied), a new role that starts with the same switches and the same accountant checkbox. Give it its own Role Name and Description, then choose Save.

Note: The role named Admin cannot be edited. Its tooltip says: This is a system generated role. It is not editable. You can still copy it.

Delete a role

You can delete a role only while no user has it.

Choose the Delete role icon on the role's row
CRM asks you to confirm, and names the role you picked.
Choose Yes
The role is removed from the list. No keeps it.

Warning: A role that is assigned to users cannot be deleted. The icon is switched off, with the tooltip: This role is currently assigned to users. Please unassign it before deletion. Give those people a different role on Users first. The Admin role can never be deleted.

Rules to know

Topic	Rule
Admin only	Settings → Users & Roles → Roles. The screen title is Roles Management. Add opens Add Role.
Role name	Required, and no two roles in a company can share a name. Capital letters do not make a name different.
Admin system role	The role named Admin cannot be edited or deleted. Its tooltips say it is a system generated role. Copy still works on it.
Delete	CRM asks you to confirm and names the role you picked. Delete is blocked while the role is assigned to users. The tooltip says: This role is currently assigned to users. Please unassign it before deletion.
Not on plan	A module row can show (Upgrade your plan to get access). Those switches stay off and cannot be changed.
Bank	Bank is not a row in the table. It is shown to users with the Admin role when your company also has ABSS Books.
Roles and users	A role is a set of switches. It applies to a person only after you pick it for them on Users.