Staff Management & Permissions

- This article explains how to add new staff members in EduCtrl CRM, assign them roles, manage their access to different CRM modules, and control their actions through the Role Management system.Prer...

- This article explains how to assign roles to staff users in EduCtrl CRM and configure the permissions attached to those roles. Roles determine what actions and modules a staff member can access in...

- This article explains how to reassign leads from one staff member to another in EduCtrl CRM. This is useful when workloads shift, team roles change, or leads need to be redistributed for better con...

- This article explains how to control what each staff member can access and perform in EduCtrl CRM based on their assigned role. Role-based access ensures team members only interact with relevant da...

- The following permissions are available in EduCtrl CRM. To assign permissions to staff members, you must first create a Role with the required permissions and then assign that role to the staff mem...