Manage Roles
Assign Product Permissions to a Role
Once you create a role, you will have to define the permissions to assign a user under each object. Objects in this case refers to key components that users interact with on the Echo Mobile platform. They are: Contact Groups, Projects and Products A ...
Creating a User Role
To get started on assigning roles and permission, create a role. Defining a role would allow the account admin to set a collection of permissions defined for the platform that can be assigned to specific users in specific contexts. To do so, follow ...
Assign Folder Permissions to a Role
Once you create a role, you will have to define the permissions to assign a user under each object. Objects in this case refers to key components that users interact with on the Echo Mobile platform. They are: Contact Groups, Folders and Products. ...
Assign a Role to a User
Once you have created the role and define the various permissions per object according to the function of that role, you can now assign the newly-created role to a existing user. To do this, do the following: On the top navigation bar, click on your ...
Assign Contact Groups Permissions to a Role
Once you create a role, you will have to define the permissions to assign a user under each object. Objects in this case refers to key components that users interact with on the Echo Mobile platform. They are: Contact Groups, Projects and Products ...
Managing User Roles
User Roles are a feature that can be used to control how and what people can access on the platform. This will primarily be managed by the Account Admin of a particular organization who will define roles and assign them to different users . It is ...