Staff & Role Management
Manage your team with powerful role-based access control. Create custom roles, assign granular permissions, track user activities, and monitor performance metrics to optimize team productivity.
What is Staff & Role Management?
Our Staff Management system provides comprehensive user and role management with granular permissions control. Create custom roles, assign specific permissions, track user activities with audit logs, and monitor team performance with built-in analytics.
Key Features
Role-Based Permissions
Create custom roles with granular permissions for viewing, creating, editing, and deleting data.
User Management
Add, edit, or deactivate staff members with profile management and login credentials control.
Activity Logs
Track all user actions with detailed audit trails including who did what and when.
Performance Metrics
Monitor individual and team performance with sales metrics, conversion rates, and productivity scores.
Hierarchy Management
Define organizational hierarchy with managers, supervisors, and agents for proper oversight.
Access Control
Control access to sensitive data with IP restrictions, device management, and session controls.
Why It Matters
Enhanced Security
Protect sensitive data with role-based access ensuring users only see what they need.
Accountability
Activity logs create complete audit trails for compliance and dispute resolution.
Optimize Performance
Identify top performers, coach struggling team members, and improve overall productivity.
Easy Administration
Simple interface for managing users, roles, and permissions without technical expertise.
How It Works
Create Roles
Define custom roles like Manager, Agent, Support with specific permissions.
Add Staff
Create user accounts and assign appropriate roles and permissions.
Monitor Activity
Track user actions, login times, and data access with audit logs.
Review Performance
Analyze team metrics and optimize based on performance data.
Related Features
Commission Tracking
Link commission earnings to staff profiles for complete compensation view.
Learn More →Lead Management
Auto-assign leads to agents based on territory and workload distribution.
Learn More →Ready to Empower Your Team?
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