When you add a new user into the system or try to edit the privileges of an existing user, you can change the access levels and provide new privileges.

Let’s deep dive into what these privileges are and how they would effect the system.

The access levels could be split into two:-

System access (Modules)

Data Access

System Access (Modules) are explained below:

CRM - Access to entire CRM, i.e., Leads, Opportunities, Contacts and Companies. User will be able to add. edit or view all data in the system for this module

CRM Lite - Access to limited CRM, i.e., Contacts and Companies. User will be able to add. edit or view all data in the system for this module

ATS - Access to entire ATS i.e., Candidates. Jobs. Interviews and Placements. User will be able to add. edit or view all data in the system for this module. User will be able to use ATS Pipeline as well.

Marketing - Access to the marketing module will let the user create and send out campaigns to lists created in the system. User will be able to add. edit or view all data in the system for this module

KPI Manager - User will be able to create, assign, edit and delete KPIs for other users/themselves in system.

Reports - User will have access to all reports generated from data in the system and will be able to view and download reports.

Users- User will be able to create, edit or disable users in the system. They will also be able to change access levels and privileges.

Config- Config access will give user the ability to create, edit or delete several configurations that can be made via System Configuration in the system. User will also have access to Master Data, Job Boards, Apps and Automation.

Billing - Billing access will let the user change or view the billing. They will also be able to add credits or terminate the account altogether.

Import/Export- User will be able to import/export data via files into the system.

Data Access is explained below:

Delete Data- User can delete existing data in the system.

Export Data- User can export data from the system to a local drive.

Bulk e-mail- User can send bulk e-mails to leads, opportunities, contacts or candidates in the system.

Bulk SMS- User can send bulk SMS to leads, opportunities, contacts or candidates in the system.

Anonymize Data- User can anonymize data in the system.
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