Creating a Role

Owned by Former user (Deleted)
Last updated: 01-Nov-17
3 min read
  1. Log into Telesales and hover over 'Admin' and click on 'Roles'
  2. You will be taken to a screen which lists out all of the existing roles currently available. Click 'Add New' 
  3. Enter a name and description for the role - 'is customer advisor' can only be allocated on 1 role at a time. 
  4. Next, expand the permission groups you wish to add to the role. Definitions of the permission groups can be found here 
  5. Tick the permissions you wish to add - notes, there are some dependancies for certain permissions - such as you can't change something without having 'view' - a full list of dependancies can be found on https://docs.google.com/spreadsheets/d/1M1iZRmG2zMPB2ue3CDhpK6Atie290pSj4jVx9I7sNHc/edit#gid=0 
  6. You can select multiple permission groups for a single role. 
  7. Once you have ticked everything you need to click 'save'
  8. If you are creating a key role - such as a role that will be the main default role on an agent (such as Basic Agent) then you will need to assign Stock Locations - do this by clicking the 'Stock Locations' Tab
  9. Select the store - you will have to do both VWshop and DMshop - 
  10. Click 'Add New Stock Location' 
  11. On the popup, choose the stock location(s) the role needs access to - Preston should not be selected. 
  12. Keep adding stock locations until every one needed is assigned
  13. Select the other store and repeat, ensuring the same locations have been selected. 
  14. Click 'Save' and the role is ready to be assigned to Users - see here for instructions on how to do this.