User roles and permissions
This article details the distinct roles and their corresponding permissions within the SWAI platform, distinguishing between the web portal and mobile app functionalities.
Swai distinguishes roles between its web portal and mobile app to ensure tailored functionality and ease of use. Let's delve into the key roles:
Chief Operating Officer positioned as the head honcho, the COO holds the reins of the operation. They can manage users, companies, dealerships, conversations, and dashboard analytics with unparalleled access. This top-tier role ensures strategic oversight and decision-making prowess.
The Dealership General Manager plays a pivotal role in overseeing multiple facets of operations within a company. With the ability to manage users, dealerships, access dashboard analytics, and view conversations, they contribute significantly to operational efficiency and performance tracking.
Dealership Managers are tasked with managing specific dealerships. They have the authority to manage dashboards, dealerships, and add salespersons to their respective teams. Additionally, they can view conversations within their designated dealership, facilitating targeted management and support.
Customer Success Manager focused on ensuring customer satisfaction and retention, CSM plays a crucial role in maintaining relationships with clients. They have the capability to manage dashboards, companies, dealerships, and users, enabling them to provide personalized support and drive success.
In addition to web portal roles, Swai extends its functionality to the mobile realm with the Salesperson role:
Salesperson Equipped with the Swai mobile app, salespersons have the flexibility to engage with customers on the go. Their core responsibilities encompass recording customer interactions, facilitating seamless communication, and augmenting the sales process.
Chief Operating Officer positioned as the head honcho, the COO holds the reins of the operation. They can manage users, companies, dealerships, conversations, and dashboard analytics with unparalleled access. This top-tier role ensures strategic oversight and decision-making prowess.
The Dealership General Manager plays a pivotal role in overseeing multiple facets of operations within a company. With the ability to manage users, dealerships, access dashboard analytics, and view conversations, they contribute significantly to operational efficiency and performance tracking.
Dealership Managers are tasked with managing specific dealerships. They have the authority to manage dashboards, dealerships, and add salespersons to their respective teams. Additionally, they can view conversations within their designated dealership, facilitating targeted management and support.
Customer Success Manager focused on ensuring customer satisfaction and retention, CSM plays a crucial role in maintaining relationships with clients. They have the capability to manage dashboards, companies, dealerships, and users, enabling them to provide personalized support and drive success.
In addition to web portal roles, Swai extends its functionality to the mobile realm with the Salesperson role:
Salesperson Equipped with the Swai mobile app, salespersons have the flexibility to engage with customers on the go. Their core responsibilities encompass recording customer interactions, facilitating seamless communication, and augmenting the sales process.