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Setting Up Users and Roles within the CCH Module

Getting Started in CCH

First, click on the CCH tab on the navigation bar of the site.

Setting Up Your Users

Next, you will need to set up each user.  A user cannot access CCH until a role is assigned.  Each user will need to have one of the following roles:

Admin: Will be able to set up user roles, view all users and view admin tab (setting industries, etc.)

Sales Manager: Will be able to view all rep user information

Customer Service:  Will be able to view all rep user information

Sales Rep: Locked to their accounts, tasks and campaigns only.

To set a role for a user, click on the user icon.

From there, the option for each role will be displayed.  Select the role for the particular user.  ***Please note: You will need to set up at least one user with role manager first. 

Then, each user with role= sales rep will need to be associated with a sales manager. This sets the permissions for what manager user can access what sales rep data.

Click save. Once the user is set up with a role within CCH, they can begin accessing their data. The user must exist as a RepSpark user in order to access the CCH module.

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