Скачать или смотреть Cronberry Tutorial Series ✨|User Management- Part 1 |How to use User Management |Step-by-Step Guide

Hey there ! We're back with another video of Cronberry Tutorial Series. In today’s video, we’re going to understand one of the most prominent Cronberry feature - USER MANAGEMENT.

User Management is the control panel for creating and managing the complete hierarchy of the users, roles & permissions.

To begin…

Login to your Cronberry account & click on User Management.

Here you can see three sections, Roles, Users & Permission.

Let’s understand each one by one.

Under the Roles section, you can add a new team member profile.

Click on ‘Add Role’. Now in the Name field enter Designation or Role like Product Consultant, Team Leader, Support, Sales Executive, & so on, this can be defined as per your company norms.

Next, in Type field, you need to choose the Role type.

Please note:

You only have 4 basic role type to choose from, i.e, Admin, Manager, Marketer & Telecaller.
Marketer & Telecaller will always be considered basic roles.
Manager is superior to Telecaller and Marketer and Admin is superior to Manager. That means the Manager role type can track the profiles of their subordinates from his or her login itself.

Select the Role type, & SAVE it. Also, you can edit the role & type as well. Just click on ‘Edit’ icon, make changes & Update. As simple as that.

Let’s head to Users section.

Here you can create the profiles for your team members who can have access to Cronberry account.

To do so, Enter ‘Full Name’ & Official Email of the user in the given fields. Now select the role to be assigned & click on ‘Add’ button.

Next, you’ve to ask the proposed user to complete the Email Verification process for this they will have to:

Open the email received from Cronberry, and click on the provided Login link.
Next setup password, and click ‘SAVE’.
Once done, sign into your account with Email & password.
Next, you need to fill in the additional credentials. Complete the fields & click on ‘Submit’.
Now, the user can login to the Cronberry account under your project ID.

How to establish reporting relationship?
Here you need to create a reporting hierarchy like who is assigned to whom. Let’s understand it.

For instance, you want to assign telecallers to a particular manager, to do so, click on Manager Role, click on drop down and select telecaller user list to be assigned to that particular manager.

Similarly, you can do it for Admin Role as well. Click on Admin Role, add managers in the user list and click on Update.

Please note:
Telecallers can be assigned to managers and managers can be assigned to Admin only.

Next step is to assign permissions to the created users.

Click on Permission. Select the Role, you want to give permissions to. Tick the check-boxes for which you want the specific user can have access to.
Also, you need to set a particular landing page for permitted utility, you can tick it as well.

You’re done . This is all for today. Hope you find this video useful.

Stay tuned for regular updates.

Happy Selling.


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