In the system, users can be assigned various roles based on their responsibilities and duties. Each role has specific permissions and access levels tailored to their job functions. Below are the roles available for users:

Roles:

1. Operations Manager
   • Responsible for overseeing daily operations, ensuring efficiency, and managing operational tasks.
   • Has broad access to various modules for monitoring and management.
2. Sales Manager
   • Manages the sales team and strategizes to increase sales performance.
   • Access to sales reports, targets, and performance metrics.
3. Field Marketer
   • Works in the field to promote products, engage with customers, and gather market insights.
   • Access to marketing tools and customer interaction reports.
4. Rep
   • A sales representative who interacts with customers and drives sales.
   • Access to customer data, sales reports, and performance tracking.
5. Blitz Team
   • A specialized team for rapid deployment and intensive marketing/sales activities.
   • Access to specific task management and performance tracking tools.
6. Merchandiser
   • Ensures that products are displayed correctly and attractively in stores.
   • Access to planograms, inventory levels, and merchandising tasks.
7. Claim Capturing
   • Manages and processes product claims and returns.
   • Access to claims, returns modules, and related documentation.
8. Operations
   • General operational tasks, supporting the Operations Manager.
   • Access to various operational reports and task management tools.
9. Group Sales Executive
   • Oversees the sales strategy and execution across multiple groups or regions.
   • Access to high-level sales data, performance metrics, and strategic planning tools.
10. Call Cycle Monitoring
    • Monitors and manages the call cycles of sales reps and field marketers.
    • Access to call schedules, tracking tools, and performance reports.

<aside> 💡 When creating or editing a user, ensure that you assign the appropriate role based on their job function. This ensures that they have access to the relevant tools and information needed to perform their duties effectively.

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