CRM admins can assign specific permissions to users by adding the user to groups. These groups are called security roles in Dynamics 365 and profiles in Salesforce. (See your CRM's documentation to learn about assigning users to these groups.)
Because KORE products add so many additional objects to your CRM, we provide a set of KORE Roles with sensible defaults for common jobs in sports and entertainment organizations. These cannot be changed, but you can create additional KORE Roles to suit your needs.
Note: Permission to access Tableau reports is controlled separately. Contact the Support team to grant Tableau permissions to a new CRM user.
To add additional roles, navigate to Configuration Records > KORE > KORE Role Setup.
Next, select any KORE Role in the left column to view the permissions it includes.
To add another role, select New KORE Role.
Provide a name for the role, then click Save.
When the system returns you to the list of KORE Roles, select your newly created role. In the Permission column, you will be able to open the drop-down lists—select Global for each permission someone with this role will receive. When finished, click the Save button.
You can edit any custom KORE Roles that you created. When you select such a role in the KORE Role column, it will have a Save button in the Permission column to indicate you can make changes. However, you cannot delete a KORE Role once it has been created. If you create one in error and no users are assigned the role, you can open a support ticket to request deletion.