|
Description |
|
|
CEO-Business Manager |
A user who manages the organization at the corporate business level. |
|
CSR Manager |
A user who manages customer service activities at the local or team level. |
|
Customer Service Representative (CSR) |
A customer service representative (CSR) at any level. |
|
Marketing Manager |
A user who manages marketing activities at the local or team level. |
|
Marketing Professional |
A user engaged in marketing activities at any level. |
|
Sales Manager |
A user who manages sales activities at the local or team level. |
|
Salesperson |
A salesperson at any level. |
|
Schedule Manager |
A user who schedules appointments for services. |
|
Scheduler |
A user who manages services, required resources, and working hours. |
|
Support User |
A user who is a Microsoft customer support engineer. |
|
System Administrator |
A user who defines and implements the process at any level. |
|
System Customizer |
A user who customizes Microsoft Dynamics CRM entities, attributes, relationships, and forms. |
|
Vice President of Marketing |
A user who manages marketing activities at the business unit level. |
|
Vice President of Sales |
A user who manages the sales organization at the business unit level.
|
Details on the security privileges for each predefined Security Role can be found by logging into your online CRM portal and following these steps:
1. Click on "Settings" and "Administration" and select the category labeled "Security Roles".
2. Double-click on the specific Security Role and click on the "Core Records" tab to view the security privileges table.
