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User Permissions - Groups

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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.

OR

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:

  1. From the System Setup page, click on Manage
  2. Click Permissions and click add
  3. Type the name of the new Permissions Group
  4. Next, tick the boxes this user group is allowed permission to use under the subheadings Sales, Companies & Contacts, Reports, Admin, General and CRM
  5. 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:

  1. From the System Setup page, click on Manage
  2. Find the user you wish to add permissions to
  3. Hover over their user card and click on the cog icon that appears in the top right of their card.
  4. Click on Change Permissions
  5. Select the Permissions Group you would like to apply to this user 
  6. 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!