Path: Administration/Permissions/Roles
Roles are used to identify specific levels of access to processes, data, and reports. This can include access to Dashboards, Pipeline Types, actions available within Activity Logs as well as the visibility of information on the Customer Dashboard.
Role Administration contains the permissions that will be applied to each User. Here, your institution’s roles are created and managed, as needed. The list of available Roles will be based on your institution’s setup and implementation. CallTrax NEXT contains 4 default roles which were created by Marquis:
• CallTrax Executive (Default)
• Frontline (Default)
• Manager/Supervisor (Default)
• Universal Banker (Default)
Default roles cannot be modified or deleted but can be copied. New roles created by your institution can be modified, copied, and deleted.
Click the hyperlinks for instructions on each process.