Managing organizational structure and functional roles
You can set up the organizational and functional roles of your company’s employees in Creatio CRM system.
Use the organizational roles to model the administrative structure of your company divisions.
Use the functional roles to group your company’s employees by their job titles.
Modeling your company’s organizational structure and grouping the employees by their job titles will help you better manage their access to the system records and sections.
Key points
Introduction
Managing to organizational structure
Setting up functional roles
Access permissions setup
