This webinar discusses the importance of managing roles and permissions in Salsa CRM. It explains that every Salsa CRM user can be assigned different roles based on their functions within the organization. These roles have task-related and data-related permissions that can be customized. It also advises keeping the number of roles simple, while leaving room for scaling as the organization grows. Users can add, copy, or delete roles, with the exception of the Salsa Labs admin role.
This webinar also walks through the process of adding a new Salsa CRM user. It starts by creating a constituent record for the new user, including their contact information. Then, it demonstrates how to establish the user's login credentials and assign the appropriate role(s) with the corresponding permissions. This webinar emphasizes the importance of carefully managing user access and permissions to ensure the security and efficiency of the Salsa CRM system.
