Fieldmagic Role Management allows administrators to lock down certain areas in Fieldmagic. This ensures that only the key areas they need to work in are available, and prevents accidental changes to your data.

Setting Up Roles

Administrators have the ability to create "Roles" in the Settings area, which locks down certain areas in Fieldmagic. Once a role has been created, it can be assigned to one or more users who will then inherit the restrictions of the role. 

Check out the screenshot below for our example which is a new role set up for Sales Users to grant certain access and restrict other areas of the system:

We can see that the following modules have been enabled for Sales Users but with the exception that they will not be able to delete any data: 

  • Leads
  • Customers
  • Sites
  • Contacts
  • Quotes

However, all other modules have been disabled and Sales Users will not be able to access their data.