Semi-Admin feature in Vtiger CRM

Managing a CRM like Vtiger can be challenging while handling a variety of tasks. To keep the system secure, only administrators have full access to its features. However, handling everything alone can be a lot of work and time consuming. The Semi-Admin feature offers a perfect solution by allowing administrators to share specific roles to non admin users with limited access.  So, it can ensure the system’s security and integrity.

The Semi-Admin feature gives administrators control over what tasks to delegate. For example, Semi-Admins can activate or deactivate users, manage user roles, update company information, and create workflows. They can handle these tasks, but they won’t have access to all parts of the CRM.

This feature is useful for several reasons. It improves security by limiting access to only necessary features, it saves time for administrators, as team members can take over routine tasks, helps growing businesses and  allows teams to stay organized as they scale. Most importantly, administrators can customize access for Semi-Admins based on what their role requires.

For example:

When a new employee joins the company, there’s a lot of data to be added to the CRM, like personal details, assigned roles, team allocation, and permissions. Instead of the administrator managing all of this, they can assign the task to the HR department using the Semi-Admin feature.

Then, administrator grants HR Semi-Admin access with permissions to:

  • Add the new employee as a user in Vtiger CRM.
  • Provide the required access to dashboards and modules based on the employee’s role.

This makes the admin’s job easier while keeping the CRM secure.

The Semi-Admin feature in Vtiger CRM is perfect for businesses that need both flexibility and safety. It helps teams work smarter by sharing responsibilities without compromising data or security.

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