Roles and Permissions Related to CRMS and CSR
| Role | CRMS Related Permissions | CSR Related Permissions (Enrolled Member) |
|---|---|---|
| CRMS Administrator | home | Add new customer |
| promote | View details | |
| loyalty | Edit info | |
| target | Email prefs | |
| signage | Adjust points | |
| content | Reset password | |
| rewards | Merge | |
| reports | **Change Status/Unroll/Enroll | |
| support | Manage cards | |
| admin | Customer view | |
| ** Enroll appears only if member is unenrolled | ||
| CSR Admin | home | Add new customer |
| reports | View details | |
| support | Adjust points | |
| Merge | ||
| **Change Status/Unroll | ||
| No permission to enroll and unenroll member | ||
| CSR User | home | Add new customer |
| support | View details | |
| Adjust points | ||
| Merge | ||
| **Change Status/Unroll | ||
| No permission to enroll and unenroll member |
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