Using the Permissions features in Membrain is a powerful way to easily assign different rights to individuals, allowing you to control access and edit rights across different areas and features of Membrain.

Examples of uses

You may want an individual sales representative to only see his/her sales projects, prospects and activities, whereas a regional sales manager should be able to view everything related to his/her team.

You may only wish to grant limited permissions for users in a pre-sales or supporting role, and more extensive right for your power users and managers.

How it works

Permissions are set by creating Permission Groups with specific rights. Then users are assigned to that permissions group (or groups) to give them those predetermined rights. This is done by an administrator of Membrain via User Management.

Create a new Permission Group

To create a new User Permission Group follow the instructions below:

From the System Setup page, click on Manage
Click Permissions and click add
Type the name of the new Permissions Group
Next, tick the boxes this user group is allowed permission to use under the subheadings Sales, Companies & Contacts, Reports, Admin, General and CRM
Check or uncheck the options below, relating to each area within Membrain you wish this Permissions group should have

Assigning a Permission Group to a User

Once you have created a new Permission Group, you can apply it to a user.

To do this, follow the instructions below:

From the System Setup page, click on Manage
Find the user you wish to add permissions to
Hover over their user card and click on the cog icon that appears in the top right of their card.
Click on Change Permissions
Select the Permissions Group you would like to apply to this user
Click Save

Permissions explained

Membrain areas are broken into subgroups, and when applied give the following permissions:

Sales

All (all of below options)
Sales Projects – view and access Sales Projects in Membrain
Create/Edit Sales Project – create new, and update existing, Sales Projects in Membrain
Export Sales Projects – export pipeline data to Excel
Import Sales Projects – import sales projects to Membrain from Excel
Prospects - view and access prospects in Membrain
Create/Edit Prospect - create new, and update existing, prospects in Membrain
Export Prospects

Companies & Contacts

List & Search – Access to company and contact lists in Membrain
Export - export company and contact data to Excel
Import – import companies and contacts from Excel
Mass Edit – ability to edit multiple companies and contacts in Membrain via lists
Mass Mail – ability to email numerous contacts in Membrain at once

Reports

All - (all of below options)
Performance - feature is visible from the menu
Dashboard - feature is visible from the menu
Win/Loss - feature is visible from the menu
Weekly Report - feature is visible from the menu

Admin

All (all of below options)
Sales Processes – ability to create new, and edit existing, sales processes
Prospecting Campaigns
Import – ability to import sales activities
Templates – ability to create new, and edit existing, email templates
Integrations - ability to make change to setting in software integrations
Lists - ability to populate and edit lists, such as labels, activity types etc
Users & Groups – ability to create new, and edit existing, users and groups

General

Calendar - feature is visible from the menu
Sales Inbox - feature is visible from the menu
Tasks - feature is visible from the menu
Story Stream - feature is visible from the menu

CRM

All (all of below options)
Companies - feature is visible from the menu
Contacts - feature is visible from the menu
Activities - feature is visible from the menu

On Membrains Excellence Tier, there are further Advanced User rights features. Read this document here to find out more!

Membrain Help Center

User Permissions