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Roles
This page explains the importance of roles in SMIS and the comparison between roles.
Sales
All users by default is having `Sales` as their role in SMIS
This is a default role that assigned to every user that logged in to SMIS.
Direct Report
Users that have `subordinates` are automatically having `Direct Report` as their role in SMIS
This is a role that assigned when you have Subordinates.
Executive (deprecated)
⚠️ Executive Role will be deprecated and changed to use `can view` instead
Executive requires admin involvement to be assigned
This is a role that assigned for special access in reporting section to be able to see all company-wide report and overview in Sales.
Custom: Can View
Can View requires admin involvement and consists of SBU or Group views
This is a custom ability that users can have access in reporting section. The can view is configured based on SBU and Group.
- When assigned to SBU and Group, users able to see reports in Group within the SBU
- When assigned to SBU only, users able to see all Groups in that SBU
It's not possible to have Group only.