In CRM As A Service, certain features like configuring Forms or managing Case workflows need to be controlled and maintained by specific users. To ensure smooth operations, roles are assigned to help centralize these responsibilities. In this article, we'll explore the key differences between Owners and Members and their capabilities within the CRM system.
Owner: Can See and Configure Everything
The Owner in CRM As A Service has the most control over the system's configuration and management. This role is typically assigned to individuals responsible for overseeing the app’s functionality and ensuring it aligns with business needs. Owners are often sales managers sensitive to app configuration or IT application support. Additionally, the role of Owner is automatically assigned to the person who subscribes to the app.
Owner Capabilities:
Owners can see everything including leads, opportunities and cases that other members and owners themselves created
Managing Users: Owners have the authority to add or remove users, assign roles, and manage user permissions within the CRM.
Managing Forms: Owners have the ability to customize forms that capture essential customer data. These forms can be tailored to the specific needs of the business, whether that’s focusing on lead information, opportunities, or customer feedback. Learn how to manage forms.
Configuring Workflows: Owners can create and adjust workflows that automate business processes. Whether it’s assigning leads, tracking customer interactions, or setting up automatic follow-ups, workflow configuration is crucial for keeping the CRM streamlined. Learn how to configure workflows.
Email Synchronization: Integrating email is vital for seamless communication. Owners can sync emails with the CRM, ensuring all correspondence related to leads, opportunities, and cases is recorded in one place, improving collaboration and transparency. Learn how to synchronize email.
Managing Sales Pipeline: Owners oversee the structure and flow of sales pipelines, adjusting them as needed to fit business goals and ensuring that all data is tracked effectively. Learn more about configuring sales pipeline.
These advanced controls make the Owner role key in shaping the CRM environment to suit business goals.
Member: Can Only View Their Own Leads and Opportunities
While the Owner is responsible for configuring and managing the CRM app, the Member has a more limited but equally important role. Typically, members are the person that actively using the CRM to track leads and opportunities.
Member Capabilities:
Viewing Leads, Opportunities, and Cases: a Member can only view the leads, opportunities, and cases that he has created.
Restricted Access: Unlike Owners, Members cannot modify the app’s configuration or manage workflows and email synchronization. This ensures that the system remains consistent and only those with the appropriate authority can make critical changes.
Understanding the difference between Owners and Members is essential for maintaining confidentiality and focus within your team. While Owners handle the system's configuration and management, Members can concentrate on their own leads and opportunities without accessing others' data. This ensures that your team operates efficiently and keeping each member's sales data secure and private!
Together, these roles help ensure that your team works efficiently and stays aligned with your business goals!
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