Only Account Owners have access to this function. If you need access to or assistance with this function please contact your Account Owner.
Permissions are controlled in the Fireside CRM by allowing or disallowing administrators to access different pages of the system. This is handled on a "per administrator" basis to provide the greatest control. To learn how to create an administrator (someone with a platform login), visit this page.
Generally, these permissions are assigned in alignment with the five main application modules in Fireside CRM:
- Mail Room
- Web Site
While in most cases permissions are assigned based on access to these modules, more granular control is available to deactivate any page for a particular administrator. For instance, you can activate the Mail Room tools but hide the Inbox page.
To change an administrator’s permissions, go to Gear>Settings. Then select the "Administrators" link on the following page. In the administrator list, there is a column labeled "Permissions" with an edit link for each administrator. Find the administrator you would like to update and click "edit." You will now see a list of checkboxes that correlate to every page in every application module of the Fireside CRM. Scan the list, check/uncheck the appropriate permissions, and click the "Submit" button at the bottom of the page to save the changes. The staffer whose permissions were just updated must log out and then back in for those changes to take effect.
Access to the Admin Tab settings page is controlled in the same manner. Following the steps outlined above, you can provide access to this settings area to exclude staff from changing their own tab permissions and other CRM settings.
At this time, allowing users to see but not change content is not supported in the Fireside CRM.