Managing User Roles & Permissions in Qobrix CRM

1. Access control

Before starting, you should understand how Qobrix Roles & Permissions work.

If you’re a Qobrix Administrator, you create users, groups and roles.

Each user is identified by a username, password and the role they are assigned to. The task of setting up users is very important and needs to be done in accordance with the profile of the user.

Users groups roles in Qobrix Real Estate CRM

2. Managing users, groups and roles

To manage all user details, navigate to the Settings gear icon located at the top right-hand corner of the Qobrix system.

User settings Qobrix CRM
managing roles and permissions in Qobrix Real Estate CRM

3. Adding a new user

Select the User section from the Settings gear icon drop down list to access the user section.

User permissions in Qobrix CRM

This section lists all existing users on the system and allows the Qobrix Administrator to manage current users as well as invite new ones.

Managing users in Qobrix real estate crm

3.1 Inviting a new user

New users are invited using the “invite” button at the top right-hand section of the top right-hand corner of the Qobrix system.

Inviting new users in Qobrix CRM

The Qobrix Administrator will need to complete the user details and allocate the user to a permissions group.

Creating a new user in Qobrix CRM

Select the Group from a drop-down list of default groups. Customer groups can also be added (see the next section)

Choose permission group

Once the mandatory details, i.e., Group, First and Last Name and e-mail, have been added, the invitation can be sent. Once sent, the new user will receive an invite with all the relevant information to activate the account and set passwords.

Send user invitation

Important note:

  1. The e-mail needs to be unique in the system
  2. The e-mail will become the users’ username

4. Creating a new user group

The Qobrix Administrator will have the ability to create new Groups according to the organisation’s structure.

Managing groups in Qobrix CRM
View existing groups in Qobrix CRM

4.1 Adding a new Group

Adding a new Group is done using the “+Add” button from the Settings gear icon drop down list.

Add new group in Qobrix CRM

Once Selected, the Create Group screen will appear.

Create group in Qobrix CRM

During the setup, the Qobrix Administrator can assign users to the group.

5. Creating a new Role

The Qobrix Administrator can create new Roles according to the organisation’s structure. By choosing the Roles option, you can see a full list of existing roles in the system.

Create new roles in Qobrix CRM
Qobrix CRM roles list

5.1. Adding a new Role

Adding a new Role is done using the “+Add” button from the Settings gear icon drop down list.

add new Role in Qobrix CRM

During setup, the Qobrix Administrator can assign the Group for which the role type applies and choose the capabilities the Role will offer. For a full list of Capabilities, please refer to section 6.

Create new user roles in Qobrix real estate crm

5.2 Role permissions

Each role has its own set of permissions and are configured using the capabilities options per module. For the full list of Capabilities, refer to section 5.3.

Creating user roles and adding capabilities

5.3 Capabilities module list

User capabilities in real estate crm

6. App: Properties module parameter options

Full list of capabilities that can be assigned for new Roles.

Properties module parameter options