Role and Permission System in 4 Basic Steps

Sumasa is based on a role and permission system. Admins can create roles and give permissions to these roles. Users can have one or more roles. For example, our hypothetical user, John Doe, can be “Sales Director” and “Sales Development Representative (SDR)” at the same time. You can find a list of roles and permissions and their descriptions below.

Settings

In Sumasa’ Role and Permission System Settings have four subgroups. These are: Account, Task, Sales, and Support . Let’s start with account settings.

Account settings

A role can manage the account’s language, timezone, date & number format, and email settings. A role can also create other roles and assign these to users, and invite or suspend users with the “account” settings permission.

  • Manage account name, language, timezone, date format
  • Manage account global email footer
  • Manage users (for example invite and suspend users, give them roles and permissions etc)
  • Manage roles
Account Settings – Account name, language, timezone, date format
Global Email Footer

Task settings

A role can manage the task queue by updating, creating, and deleting with the “task settings” permission.

Task Queue Settings
Using Task Queue

Sales settings

A role can manage companies’ and contacts’ tags and custom links with “sales settings” permission. For example, a role can create a new tag like [decision maker] or create a new custom link for [Linkedin].

  • Manage links for contacts and companies
  • Manage contacts’ and companies’ tags
Sales Tag List
Sales Tag on Contact and Company Detail Page
Sales Tags Filter

Support settings

A role can manage support groups for example, [Level One] or [Level Two]. A role can set sending and receiving email addresses for ticket groups. Manage tickets’ tags. Tags are powerful tools to segment tickets.

  • Manage support groups
  • Manage tickets’ tags

Sales

Bulk actions on contacts and companies

A role can perform bulk actions to add and remove tags, and change owners and lifecycle stages of contacts and companies.

Export contacts & companies

A role can export whole or just segmented contact and company lists with this permission. The system sends an email to the user which includes a CSV file.

Export Company & Contact List

Import contacts & companies

A role can import contacts or companies list with this permission. The system sends e-mail to the user about import as success, double records, errors, etc.

Support

Tickets

A role can see, reply and take notes to tickets. Any user who works in the customer service team needs this permission to reach tickets.

Tasks

Bulk actions to tasks

A role can perform bulk actions to change the owner, state, queue type and due date of tasks.

Export tasks

A role can export whole or just a segmented task list with this permission. The system sends an email to the user which includes a CSV file.

Import tasks

A role can import list of tasks and assign them to users in once time with this permission. The system sends e-mail to the user about import as success or errors etc.

In this blog post we tried to explain how to use role and permission system on Sumasa. Thank you for reading.

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