Hi.
Newbie here, so bear with me. Best I start with an example --
- We have 200+ users who are sales reps and 2 Admins.
- Some of these sales reps are managers of a sub-set of other subordinate reps.
- Now, a rep quits, and it's up to an admin (in another country BTW) to manually go in and reassign his dozens of opportunities to a new sales rep. This is a task his manager should be able to do, but can't (because only an admin can change other users' records).
This is just one example of a typical issue we run into, that could be fixed by giving "modify" rights to one user over certain other user's records -- or a "superuser" as exists in our other systems.
In Creatio, I am told only the individual rep can change his own "opportunities". His manager cannot. (The Admins of course can change everything about everyone, so logically we can not give admin rights to the managers.)
Is there a way around this?
Perhaps the next release of Creatio will have some sort of granularity of "rights"?
Thanks!
Rob
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Creatio does have this, or at least it can work like this. If you're using organizational roles, each organizational role can have a management role. The management role inherits the permissions of the users in the organizational role. Meaning, if you create an org role called "sales" and then add an management role for the sales org role, the people in the management role inherit the permissions of the users in the org role. See https://academy.creatio.com/docs/8.x/setup-and-administration/administration/user-and-access-management/user-management/organizational-roles#title-2266-2
Note, this often means you also need to setup object/record permissions for things based on these roles as well, instead of by users (so the permissions can be inherited by the managers of the role). For example, you could add record access permissions that if anyone in "sales" creates a record, that edit permissions is given to anyone in the "sales managers role".
Ryan
Creatio does have this, or at least it can work like this. If you're using organizational roles, each organizational role can have a management role. The management role inherits the permissions of the users in the organizational role. Meaning, if you create an org role called "sales" and then add an management role for the sales org role, the people in the management role inherit the permissions of the users in the org role. See https://academy.creatio.com/docs/8.x/setup-and-administration/administration/user-and-access-management/user-management/organizational-roles#title-2266-2
Note, this often means you also need to setup object/record permissions for things based on these roles as well, instead of by users (so the permissions can be inherited by the managers of the role). For example, you could add record access permissions that if anyone in "sales" creates a record, that edit permissions is given to anyone in the "sales managers role".
Ryan
Ok, Thanks -- that's kind of what I thought, with my rudimentary experience with roles (and Creatio in general).
So, applying this to our large sales organization ...
Instead of implementing a single "sales" role, we would need to implement a "superuser" role, but for each sales division -- perhaps?
For example, we have 8 sales regions, like "Asia" and "Europe" and "South America". There are 30-50 sales reps in each region.
We don't want all their "issues" trickling up to one admin, so as I mentioned we want a "SuperUser" in each region: "SuperUser-Asia", SuperUser-India" and so on. I guess these would be "management" roles in Creatio.
So, we would have to divide up the Sales Reps (users) into separate orgs (one for each region) so that their data would be visible to their SuperUser?
Can I create separate orgs in Creatio, all living underneath the main Company org?
Thanks -- any suggestions you have are appreciated!
Rob
Yes, the roles are hierarchical. Each sub role inheriting the permissions of the roles before. You can have a role for sales, then sub roles for each division. Each division can have a managers role which could give them inherited permissions for the division they manage.
I will have to review this with our integrator. They are telling us that in the forthcoming release of Creatio, there are some enhancements to roles and permissions -- Are there any hints or documentation as to what this might be? We need to allow certain roles to be able to edit specific data but not all.
(For example, a salesman creates a customer account DuPont Paints and can assign it to a "master" account DuPont International. This is really something that his local manager admin should also able to do, but can't)