Assigning roles

With roles, you can delegate access to Inperium data and features depending on the user's role in the company.

Only Inperium admins have access to the tenant account settings such as billing and user management.

Users and roles

In Inperium, you can start by creating roles and assigning them to users, or you can invite users first and them grant them all the necessary roles.

What is the role management?

In most cases, employees have different job titles and responsibilities in the company. The roles help you mimic this organizational structure and delegate access to certain resources such as information about deals or contact details. Depending on work responsibilities, users are assigned roles, with more advanced or restricted permissions. For example, a senior sales manager and assistant manager.

By default, the user who initially configures Inperium is the tenant owner and has full access to all data within the Inperium Account and other Inperium products. Users invited to join Inperium don’t typically have access to product settings. Inperium enables you to create as many roles as you need and tailor them to your business workflows.

Creating a new role

  1. In the Inperium Account dashboard, navigate to the Account settings and then select Roles.
  2. Select Create in the upper-right corner.
  3. Provide a name and description for a new role.
  4. Define permissions.

Permissions

Inperium enables you to set permissions for specific objects (companies, contacts, etc.) and actions. For example, the ability to create companies or view contacts. Some actions are Yes/No only, while for others you can set the access level to Everything, Owned or None. Users will have access only to data and actions allowed by the role; anything else remains hidden from view.

The Admin permission gives access to tenant settings in Inperium Account and product settings in other Inperium apps.

Creating a new role

Best practices

It’s up to you to decide how many roles you need in your company. It’s safe to say that three-level delegation hierarchy is safe and sufficient for most organizations.

Role Permissions
Administrator All permissions including administration flag.
Manager Extensive permissions, including the ability to view, edit, and delete companies, contacts, etc., created by other users.
Regular user Limited permissions to create, view, edit, and delete owned objects.