T
Tyler Zegil
Right now we have only two user roles/types, admin and user I think. Just two.
What we need is the ability to create custom user roles and assign different permissions to each user roles without having to do it for each user.
ALSO
MUST be able to assign multiple roles to a user because people are often more than one role, especially in small businesses. We should be able to assign roles to a contact or to an opportunity based on rules the same as booking calendars (a specific person, based on priority rules, or round robin)
This would assist in project management when you have an estimator, a salesperson, an account manager, etc... But we have no way of managing this in high level to make sure each deal or each contact is managed properly. All I've done is create a very convoluted method of custom values and custom fields and custom scripting and it is a messy messy nightmare.
This may be like the idea "user levels or roles (not just permissions) but it's key to attach more than one role to a user and assign users with the same methods as calendars