Overview of User Management in ProManage

User Management in ProManage is the central control hub where authorized administrators can manage who has access to the platform, what they can do, and which business locations or modules they can work with. It ensures that every user has the right permissions and tools they need to perform their role, keeping your operations secure, organized, and efficient.

Key Capabilities

Within the User Management section, you can:

Add New Users

1. Seamlessly invite new team members to join your ProManage account.
2. Capture essential profile details such as name, email, contact number, and role during setup.

Assign Specific Roles

Choose from predefined role types with tailored permissions:

1. Chief Marketing Officer (CMO) – Full access, including creating and editing users, and assigning modules and locations.
2. Regional Manager (RM) – Access limited to assigned regions and permitted modules.
3. Store Manager (SM) – Access limited to assigned store(s) and relevant modules.

Grant Location Access

1. Define which business locations a user can manage.
2. Ideal for businesses with multiple branches, stores, or territories.

Grant Module Access

1. Enable or restrict access to different modules within the platform, such as:
2. Leaderboard
3. Calls
4. Insights
5. Reviews
6. Contacts
7. Business Profiles

Modify Permissions Anytime

1. Adjust roles, locations, and module access as business needs change.
2. Temporary permissions can be granted for special campaigns or audits.

Who Can Manage Users?

Only Chief Marketing Officer (CMO) role holders have the ability to:

1. Create or edit user profiles
2. Assign roles, locations, and module access
3. Remove users when they no longer need access

Advantages of User Management in ProManage

1. Enhanced Security
2. Role-based permissions ensure that sensitive data and actions are only available to authorized users.
3. Reduces risk of accidental changes or data leaks.
4. Operational Efficiency
5. Assign exactly the tools and locations a user needs, avoiding unnecessary clutter or confusion.
6. Users focus on relevant tasks without distractions from irrelevant modules.
7. Scalability
8. Easily onboard new staff, expand to new locations, or reorganize teams.
9. Permissions and access can be updated instantly without disrupting workflow.
10. Accountability & Control
11. Know exactly who can do what in the system.
12. Maintain audit trails for changes to users and permissions.
13. Custom-Fit Access
14. Align platform access with each person’s role, location, and business responsibility.
15. Supports multi-location, multi-role organizations without chaos.

Example Use Cases

1. A CMO adds a new Store Manager for the Mumbai branch and grants them access to only that branch’s Leaderboard, Calls, and Reviews modules.
2. A Regional Manager supervises multiple cities, so they get access to Insights, Contacts, and Business Profiles modules for all stores in that region.
3. A temporary marketing intern is given access to only the Insights module for one month to help with campaign reporting, after which access is revoked.