You can mimic your organization-wide hierarchy in Simply CRM with the help of Roles. You can assign identical designations to your employees like Sales Manager, Support Engineer, etc. User’s position in hierarchy will decide which of the records he/she can access.

Creating Roles

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This feature enables you to create new roles for your users to mimic your organization-wide hierarchy in Simply CRM. Roles like CEO and Sales Manager are provided by default along with Simply CRM package. You can now define access privileges while you create a role. The idea is to reduce clicks and navigation. Having privileges defined on a role eliminates the necessity to create a different profile and associate it to a role. Additionally, you need not have to visit individual profiles to view or modify privileges you’ve defined earlier.

Follow few simple steps to create roles

1. Click gear icon in the upper right
2. Click CRM Settings
3. Click ‘User and Access Control’ drop-down in the left
4. Click Roles. You can click on pin icon next to it to add a shortcut to your settings home page
5. Hover mouse over the existing roles and click on (+) icon to create a new role

a	Name	Provide desired label for your role
b	Reports To	This field is auto-selected. The role superior to current role is displayed here.
c	Assign Privileges directly to a role	The access privileges can be defined here without having to create a new profile and assign it to your role.
d	Assign privileges from existing profiles	Select from existing profiles to imply privileges defined on selected profile
e	Copy privileges from	If you’ve already defined permissions in an existing profile, you can populate them by selecting desired profile from the drop-down

6. Click Save

Assigning Roles to users

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This feature enables you to associate roles to users to fit them in your role hierarchy. When you create a new user, Sales Manager profile will be designated by default.

Follow few simple steps to assign a role to user

1. Click gear icon in the upper right
2. Click CRM Settings
3. Click ‘User and Access Control’ drop-down in the left
4. Click Users. You can click on pin icon next to it to add a shortcut to your settings home page
5. Click edit icon to the right of your desired user
6. Locate Role field, select desired role for the user

1. Click Save