3 Steps to better control your Contact Manager

Posted by Bob Walton on Wed, February 16, 2011 @ 02:12 PM

BigContacts has just released a new module to help you better manage and control access to certain contact information and reports within your Contact Management Software.

This new module can be found under the "Admin" tab within your system and now gives you much greater flexibility in what and how you can grant access to certain information and reports across your entire team.  Outlined below are the three sections that you will see in this new module along with an explanation of how to set things up so that you can gain even more control over your data.

I.  Manage User Roles

In this section, you can manage the user roles for your account. Roles are a way to manage permissions for your users. After creating a role, you can assign that role to users. Whenever you make a change to a role, all users assigned to it have their permissions changed as well.

Managing User Roles

It very easy to either add or change an existing User Role and the permissions/ access they have to your system.  To edit an existing user role simply click on the name of the user role in the gray bar and after you have made the needed changes, you will save them and the changes are immediately in effect. 

Please remember: Whenever you make a change to a user role, all users assigned to it have their permissions changed as well.

To add a new user role, you will click on the "Create New" button under the "Manage User Roles" section as shown below. Carefully configure the permissions you wish to grant this user type and save your changes.

create a new user role resized 600

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manage user access resized 600

 

II. Assign Roles to Users

In this section, you can assign roles to your users. You can change the role assigned to a user at any time.

assigning user roles resized 600

 

III. Manage your Teams

Teams allow you to create groups for your users. You can restrict access of contacts and meetings to team members by editing a users role above.

manage your teams resized 600

 

We hope you find this new module helpful in managing your team.  Please feel free to submit a support ticket or join us for a live chat should you have any questions as you work with this new module. 

Stay tuned... we will be releasing a video that will walk you through each section in greater detail.  We will post the new video to our blog as soon as it becomes available.

Categories: New Features, Announcements

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