What
The Manage Users tool in ShareBuilder CRM allows managers to add new users, edit existing roles and permissions, assign business unit access, and lock out or delete accounts when needed. It centralizes all user account management tasks in one place, ensuring managers maintain control over access and responsibilities.
Why
Effective user management is essential for managers because it:
Protects Security: Ensures only active team members have access to CRM data.
Clarifies Roles: Assigns the right permissions and roles to match job responsibilities.
Supports Compliance: Enforces business unit-level access controls for proper data use.
Simplifies Transitions: Streamlines the process when onboarding new hires or offboarding former employees.
Improves Oversight: Provides visibility into user activity and access history.
Bottom line: Managing users allows managers to control access, assign responsibilities, and protect organizational data integrity.
How