Adding & Managing Team Members

bstarCRM allows you to add as many team members as your organization requires. It comes with very advanced “User Role” settings, that allow you to specify the exact permission and access that a user will have.

The CRM has a built-in role called “Administrator” users that are added to this role, will have all the permissions of the CRM granted to them. You should only add users to this role if you want o have such a full level of access.

To add additional admin users, see the steps shown below:

Update Profile

To update your user profile, follow the steps shown below:

Update Notification Settings

You can specify the types of email and in-app notifications that you want to receive, using the steps shown below.

Update Password

To update your password, follow the steps shown below.

User Roles

User roles define the permission levels that a user in that role will have when using the application.

On the roles settings page, you will be able to create new roles, edit or delete existing roles.

A user role grants very specific permissions for a particular resource in the dashboard. This means you can control exactly how much access a user will have on a give application resource (e.g. Projects)

Roles are for team members only. Client user’s roles are predefined in the application and cannot be modified at this time.

Once you have created a user role, you will be able to use/specify this role when creating or editing team members’ profiles.

Permission Levels

There are 4 permission levels  that a role can grant on a particular resource:

1. None – This user will have no access to the resource. They will not see the resource and if the resource has a menu like (like Projects), then that menu link will also be hidden from the user.
2. View – The user will only be able to view the resource. They will not be able to make any changes to it.
3. View + Add + Edit – The user will be able to view and make changes to the resource. The user will also be able to delete the resource
4. View + Add + Edit + Delete The user will have the same permissions as (3) above. Additionally, they will also be able to delete the resource.

IMPORTANT: Role permissions by default, only apply to a resource that a user has been assigned to or a resource that the user has created themselves. If you want the role to grant permissions to all resources of that type, you must click on the Global option.

The global options grants admin level permission on a particular resource.