Roles (for Admin Users)

You can add and manage the Admin Roles from the Settings -> User Management -> Roles.


Under “Roles”, you can check the added roles. Other Admin /sub-admin users can also add the user’s role as per the rights.


To create a new role for the admin users, click on Add Role. Insert the Role details and provide the user rights for the different roles from the Role matrix.


From here, once you enable the Module’s view, you can assign the rights to Add/Edit/Delete as per requirement. The admin users can access only those modules for which the rights are given here.


Note: if the super admin user has assigned the rights to add the roles, only the other admin user will get the right to add the user’s role.




If you have authenticated the SharePoint in the CRMJetty Portal, you can manage the Documents sharing rights for the Portal Users of the customer portal.


From here, you can enable “Document Access” and allow to Add the Files & Folders to the portal users from the Customer portal. You can enable the Delete option if you want to give permission for the delete.


After configuring the Role details, save the details, and the newly added portal user role will be listed under the Roles.


Note: If an admin has enabled the entity for the SharePoint from Dynamics 365, it will be listed under the Document section.