Ministry of Health Approved

User and Role Management

User and Role Management feature allows companies to effectively manage access and authorization processes within the system.
With this feature, different user groups can access only the modules and data assigned specifically to them.
Thus, ensuring that the right people have access to the right information while maximizing data security and operational control

How Does Role Management Work?

When tasks and information need to be assigned to specific users, role management plays a critical role. This structure ensures that each user can focus only on their own tasks and prevents access to unnecessary information.

For example, an employee may be allowed to view only their own tasks or access data belonging to a specific region. By managing such access restrictions through defined roles, the CRM system provides a flexible and reliable structure.

Kullanıcılar ve Rol CRM
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mez eSoft CRM provides the most user-friendly panel, serving all industries with ease.

Form Management

Organize leads with form management and seamlessly transfer them to client records.

Client Management

Verify incoming data, assign roles, and manage client information efficiently.

Customer Support Management

Manage interactions with potential clients to improve satisfaction.

Role Management

Define permissions and access areas for each role with full flexibility.

Task Management

Assign tasks, set priorities and deadlines, and track progress with ease.

Reporting & Analytics

Detailed reports for campaigns, financial tracking, and company performance.

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