The Role Manager in GoKickSales provides an easy way to assign different roles to team members and include a description of responsibility. You can configure different roles for each team member & define goal which is to be attained for each responsibility.
Category: Roles
Here you can create role like purchase manager, sales manager, warehouse manager etc. If you have two or more individuals on the same post and you wish to set their roles as a whole, then with roles feature you can do that easily. With the help of “Role” feature, you can easily define the roles of the users who are going to use your ERP Software. As well can set the access accordingly, like for sales manager only sales order and sale invoice access have to provide, for purchase manager only purchase order and receipt access have to provide. You set the email notification that which mail should goes to whom.
Manage All Roles
If you wish to view all the roles of the users available in your organization, then click on “All Role” Option available in the left side bar of the Roles page. When you click on “All Role” Option, a list of all the roles of the users available in the system appears in front of […]
Search a Particular Role
From the entire list of roles, if you want to find a particular role of users, then make use of the search column available above the list of roles. To search, you have to write the name of the desired title in the box of search column. After writing the name of the role in […]
Edit Details of Role
If you wish to edit the details of the particular role of users from the entire list of roles, then simply click on the edit icon, located at the right hand side of the role you have selected. After you click on the given icon, a page appears that facilitate you to edit the details […]
Set Access Level of Role
To set the access level of the particular role in the system click on key icon, located at the right hand corner of the role you selected from the list. (For example, if you want that more than a one user of your organization of particular role will only operate the modules related to specific […]
Set Notification Access Level of Role
In addition to set the access level for the particular role, if you want to set the notification/mail access level of the role then click on the notification icon located at the right hand side of the role selected by you. (For example, you wish that the entire role only get the notification of the […]
Delete Role
If you want to delete the particular role from the list of roles, then click on the delete icon, located at right hand side of the role you want to delete. After you click on that icon, an alert message comes to your screen that ask you “Do you really want to delete?” If you […]