What are role permissions?
Role permissions allow you to control what each team member can access and manage within your Infloww CRM. This helps your agency stay organized, secure, and efficient. Everyone only sees what they need to.
Role permissions are an essential aspect of managing your team effectively.
Here’s how to manage your team by creating and assigning account roles via the
Role Settings page.
Adding/editing roles
To add a role:
Go to Settings in the top right-hand corner
Click + Add Role
Enter the Role name (ex. Admin, Manager, Chatter)
(Optional) Describe the role
Click Submit to save
To edit a role:
Under the Operations column in the Roles list, click Edit next to the role you want to update
Update the Role Name or Description as needed
Click Submit to confirm any changes
Adjust permissions
Once a role is created, you can customize what users assigned to that role can access and manage.
Note: You can adjust and set your employees' permissions under the Operations tab.
To adjust permissions:
From the Roles tab, Click on Set Permissions next to the role you want to customize
Use the radio buttons to grant or restrict access to specific categories and pages
Expanding the radio buttons allows you to further customize permissions (e.g. Giving Chatters access to the Messages or providing them access to Infloww Share for Share)
Adjust Data Permissions by clicking on one of three buttons* (All data, Self and subordinates, and Data about self)
Click on Submit to finalize permission settings
*Here's a breakdown of the three buttons:
Data about self: Employees can only view the sales revenue information they generated for the creators they are assigned to, allowing them to track their own progress (recommended for Chatters)
Data about self and subordinates: Managers have access to the sales revenue data generated by their subordinates, as well as their own, as per the Employee Management Org Chart. This allows managers and team lead to monitor their team's performance (recommended for managers/team leads).
All data: Employees can view sales revenue data for all Creators added by the agency, giving them an in-depth understanding of their team’s performance (recommended for admins)
Keeping permissions aligned with responsibilities ensures smoother workflows, better performance; and fewer mistakes.
What's next?