E-commerce CRM

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  1. E-commerce CRM
  2. Roles and permissions
Reference

Who can do what in E-commerce CRM

Separate account ownership, retention preparation, independent review and administrative access.

How permissions work

Customer relationships

Account Manager maintains customer accounts, contacts, opportunity lines and activity within the assigned operating scope.

Retention preparation

Retention Specialist prepares contact plans and records the activity and supporting references that explain completed work.

Independent decisions

Retention Reviewer records the decision on the submitted retention revision. Preparing the plan and approving it are separate responsibilities.

Evidence access

Auditor reads the authorized commercial and retention history without changing the underlying business records.

Setup ownership

Admin maintains organizations, team access and the product catalog. Administrative setup does not replace the independent retention decision.

Who can do what

Permissions by role
RoleCustomer RelationshipsSales PipelineProduct ProposalsRelationship ActivitiesRetention Follow-upsDecisions and Evidence
Account ManagerEditEditEditEditEditEdit
Retention SpecialistViewViewEditEditEditEdit
Retention ReviewerViewViewViewViewApproveEdit
AuditorViewViewViewViewViewView
AdminEditViewEditEditViewView

Each role in detail

Account Manager

Maintain assigned customer relationships, prepare opportunity lines and record sales activity and outcomes.

Can

  • Manage Accounts, Contacts, Opportunities, opportunity lines, relationship activities, record attachments
  • View Products, Organizations, team members, retention follow ups, review decisions, operation receipts

Starts on: Retention Review Inbox

Retention Specialist

Prepare owned retention follow-ups and record the customer contact evidence associated with each opportunity.

Can

  • Manage retention follow ups, relationship activities, record attachments
  • View Accounts, Contacts, Opportunities, opportunity lines, Products, Organizations, team members, review decisions, operation receipts

Starts on: Draft Retention Plans

Retention Reviewer

Independently review submitted retention revisions and preserve the decision reason within the authorized organization.

Can

  • Manage review decisions
  • View retention follow ups, Accounts, Contacts, Opportunities, opportunity lines, record attachments, operation receipts, Organizations, team members

Reviews and approves

  • Approve retention follow ups

Starts on: Draft Retention Plans

Auditor

Read authorized customer, opportunity, retention and operation evidence without changing business records.

Can

  • View Accounts, Contacts, Opportunities, opportunity lines, Products, relationship activities, retention follow ups, review decisions, operation receipts, record attachments, Organizations, team members

Starts on: Draft Retention Plans

Admin

Maintain organization setup, team access and the product catalog without replacing independent retention review.

Can

  • Manage Organizations, team members, Users, Products
  • View Accounts, Contacts, Opportunities, opportunity lines, relationship activities, retention follow ups, review decisions, operation receipts, record attachments

Set up E-commerce CRM your way.

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