By default, there are three basic roles with preset permissions. It’s not possible to edit the permissions of the default roles. These roles are the Admin, Credit Specialist, and Sales Representative. To assign a different set of permissions, add a new role, give it a name (like "Customer Service" or "Account Manager"), and assign the permissions as needed.
In this article, you will learn about:
To start, make sure you have the following:
How can I create a new role for my team members?
- Log in to your Credit Repair Cloud account
- Go to https://app.creditrepaircloud.com/mycompany/role_permission
- Click on + Add New Role
- Type in the role’s name
- Click on Add
Now that you have created a new role, please check this article to learn how to edit the role’s permissions.