How to Manage User Roles in REsimpli
Step 1: Open the Manage Users Page
Go to Settings, then select Manage Users.
Step 2: Open a User Profile
Select an existing sub-user or create a new user.
Step 3: Open the Role Assignment Section
Inside the user profile, go to Role Assignment.
Step 4: Assign User Roles
Assign one or multiple roles to the user based on their responsibilities.
Examples of roles include:
Owner
Co-Owner
Acquisition Manager
Lead Manager
Step 5: Add Multiple Roles (Optional)
A user can have multiple roles at the same time depending on your business workflow.
Step 6: Understand the Purpose of Roles
Roles are used to identify the user’s responsibilities inside the CRM and business workflow.
Roles themselves do not control permissions or system access.
Step 7: Configure Permissions Separately
User permissions and system access must be configured separately through the permissions settings.
Step 8: Assign Owner or Co-Owner Roles
If multiple people own the business, you can:
Assign both users the Owner role
Assign one as Owner and the other as Co-Owner
Step 9: Save the User Settings
Save the role assignments after making changes.
Step 10: Contact Support if Needed
Reach out to REsimpli support if you need help managing users, roles, or permissions.