Welcome to the MyPlace CRM, Bepoz's innovative customer relationship management tool designed to streamline operations and enhance customer engagement for hospitality venues. This Confluence page serves as a comprehensive guide to understanding the new roles within the MyPlace CRM, integral for administering and accessing client information effectively. Below, we outline the responsibilities and permissions associated with each role, which are crucial for leveraging the CRM's capabilities to their fullest potential.
Understanding Access Control
Access to the MyPlace CRM is seamlessly integrated with Azure Active Directory (AAD), ensuring secure and efficient entry into the system. Employees utilize their company email, password, and a selected multi-factor authentication (MFA) method to gain access, aligning with our commitment to data security and user privacy.
The Five Distinct User Roles
MyPlace CRM features five user roles, each with specific permissions that define their capabilities within the system. These roles are directly linked to security groups within AAD, which are then assigned to the MyPlace CRM enterprise application through AAD. Here's a brief overview:
Super Admin: This role is reserved for a select few, encompassing full access to all CRM functionalities. Super Admins have the authority to perform any actions within the CRM, ensuring the system's overall integrity and effectiveness.
Dev. Team: Members of the Development Team can view and perform limited editing on existing client profiles. They are uniquely authorized to view API documentation and create new organizations, a critical function for expanding our client base.
Admin and Finance: These users are empowered to view all clients and edit the Feature Controls section, which involves adding or removing functionalities based on licensing agreements. Additionally, they manage the quantity of licensed locations and update Business Details, playing a pivotal role in client account management.
Technician: Technicians have comprehensive access to view all clients and utilize the secure login feature to access client backpanels. They are specialized in editing sections related to POS Integration, App Admin, Payment Gateway, and YourOrder Integration, ensuring technical configurations are expertly handled.
User: The User role is designed for general viewing purposes, allowing access to view all clients and their backpanels through the secure login feature. This role is essential for oversight and monitoring, with no editing permissions to maintain data integrity.
Role Assignment Process
Roles within the MyPlace CRM are assigned through a structured process involving security groups within AAD. This method ensures that access levels are accurately reflected and managed, aligning with each employee's responsibilities within Bepoz.
If you require a change of role this request should be raised with the ISS team via the support portal [LINK]
Conclusion
The MyPlace CRM roles are foundational to our operations, enabling us to provide tailored support and services to our clients. Understanding these roles and their permissions is essential for all Bepoz employees, facilitating a collaborative and efficient working environment. Follow this link for a detailed table outlining the specific permissions associated with each role, providing a clear reference for role-based access within the MyPlace CRM [LINK].