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Users and Groups

An important feature of any CRM is the ability to view the big picture. Teamwork becomes easier and time is not wasted when those who need to can view work accomplished by others. When creating your account, it’s useful to divide all users into user groups, each with their own set of access permissions. Lead management and tracking is made easier with user groups. Using triggered actions, incoming leads can be distributed in “round-robin” style between user groups, and between users within that group based on criteria within the form. With user groups it becomes easy to divide your users into teams. The four most common types of user groups are:

  • Admin - Any user in an admin group has complete access rights to the entire system.
  • User - Any user in a user group has access rights that can be set by persons with proper permissions.
  • Affiliate - Affiliates are users who deliver leads to your system.
  • Clients - Clients are users who have leads sold and delivered to them, each with their own CRM system. Permissions for reseller clients can be limited significantly.

Administrative Group

The administrative group is at the top level, maintaining access to all information and permissions for all functions. As the Administrator, you are in control of all permissions for every group created after and associated with your own. There can be only one Administrative group.

User Groups

User groups house the basic non-administrative users of your system.  All of your representatives, sales people or anyone to whom you wish to grant limited access.  You can create groups based on team or region.  You can even create Manager groups with sub groups of each team underneath them.  Parent level groups can see all the activity for any of the sub-groups under them without each group under being able to see each other.  Permissions cascade down through the groups, so you can set permissions for the entire group or set individual permissions for each user within the group.

Affiliate Groups

Sometimes many Affiliates must tracked in a given month. If your goal is to manage a high volume of leads from different affiliates, permissions need to be managed quickly. This is easily accomplished with the AIMcrm system. Affiliate groups can be created and easily viewed so that changes can be made quickly.

Client Groups

Client groups are groups that contain your clients to whom you sell leads.  When you add a user to a client group A full AIMcrm account is set up.  Decide in the client group settings how much your client will pay for their CRM.  You can set their Base Monthly Fee, how many users included in that base monthly fee, how much extra users will be charged, setup fee, and their minimum account balance.

You can restrict what functionality is available in your cleint’s CRM by restricting permissions of the entire client group.

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