Custom roles – Sales Engagement Tool

🌟 Hey there, Sales Engagement Tool user! ☁️

Custom roles let you tailor permissions to fit your team’s unique needs.

Head to 'Roles & Permissions,' hit 'Create,' and select permissions like campaign management, message handling, or blacklisting. You can even set roles to view-only for observational access. With Custom Roles, you can ensure each team member has the right tools and level of access, enhancing efficiency and organization. Enjoy the flexibility to shape team roles to your exact specifications!✈️🌟

🚀 Step-by-Step: Creating Your Custom Role 🚀

1. Start Your Journey:
Head over to the 'Roles & Permissions' tab

2. Create Your Magic:
Click 'Create'. It’s like opening a treasure chest full of new possibilities! 💼🔑

3. Choose Your Ingredients:
In the new window, select the specific permissions for your custom role—like picking the best spices for your dish. Here’s what you can add to the mix:

Manage webhooks
Manage other messages
Manage global limits
Manage blacklist
Manage chat
Delete seat
Manage campaigns
Cancel subscription
Manage campaign details and reports
Manage seat settings
Open LinkedIn profile
Manage LinkedIn integrations
Manage account health
Manage email settings

4. View-Only Option:
Want to give someone access to view without management control? Toggle the 'View Only' button—like handing them binoculars to observe without touching the landscape! 🔭👀

Crafting an Example - 'Messages' Role:

Let’s say you want a role dedicated to handling messages and managing the inbox. It’s like assigning a postman to take care of all your team’s correspondence! 📬✉️