Admin, team manager & user
no crm.io was not only created as a lead management tool for small companies and one-man bands – but also for bigger companies that are looking for an easy and efficient tool for their sales team.
As most companies work with teams, team managers and “big bosses”, you need to have the possibility of reproducing that same structure inside your lead management software. You might need to have users inside a team, a team manager to follow and guide their team, and one or several admins who can see what all the teams and team managers do. If you don’t require the team manager level, this probably isn't relevant for you. If you do, you need to choose the Dream Team Edition of the service and activate the Teams feature in your Admin > Account Settings.
When you create an account in no crm.io, you only have two levels of users, but if you have the Dream Team Edition you can activate the Teams feature to turn on a third level.
The three levels of users inside no crm.io and what each can do.
Admins: they have super powers. Users who have access to all leads, who can customize the interface (settings, billing, logo and a lot more), access full statistics by user, by team, by date… and of course export all that information.
Team managers: as mentioned earlier, this level of user only exists in the Dream Team Edition, if the administrator chooses to activate the teams feature in order to create multiple teams. Team managers are users who are in charge of a specific team. They're allowed to access the leads of the members of their team, but not of the members of other teams. Team managers can assign leads to the members of their team and access their team’s statistics.
Users: if the teams feature is activated, users can either see what the other team members do, or exclusively see what they do (depending on the privacy setting picked by the admin). If the teams feature is not activated, they can either see everything or exclusively see their own leads (depending on the general privacy settings of the account). Regardless of the privacy setting, users can only access their own statistics.