User and Role Management
The User and Role Management feature in mez eSoft CRM systems allows companies to manage users’ access and authorization. This feature enables different users to access specific modules or data and ensures that the right people have access to the right information.
mez eSoft CRM
User and Role Management Feature
role management is of great importance in mezeSoft CRM, especially when tasks and information are assigned to specific users. This way, each user can focus only on their own tasks and is prevented from accessing unnecessary information. For example, an employee may only need to view their own tasks or access data from a specific region. The CRM system provides such access restrictions by associating them with specific roles.
Role management is also important from a security perspective. Limiting access to sensitive information within the company helps prevent data breaches and protect privacy. For example, allowing only administrators or a specific department to access certain data can increase data security.
The User and Role Management feature allows companies to manage users’ access and authorizations, while ensuring data security and making business processes more efficient. With this feature, each user is given special access rights, ensuring that the right people have access to the right information and increasing the efficiency of the company.
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Features We Offer to Our Customers
mez eSoft CRM system has the most useful panel serving the entire industry.
Form Management
Ensuring that the lead data received through form management is transferred and displayed at the client management.
Client Management
In client management, incoming client information is verified, distributed to roles and gets organised.
Customer Management
Managing interactions with potential customers and maintaining one-to-one contact with them
Role Management
With role management, selecting the fields that each user can view and providing role-specific task definitions.
Task Management
With task management, defining user-specific tasks, determining and tracking their duration and task priority given.
Reporting and Analysis
Follow-up of campaigns, follow-up of financial income and expenses, company analysis.
