Skip to content
Propovoice CRM
  • Home
  • Features
    • Lead Management
    • Deal Pipeline
    • Invoicing
    • Estimates
    • Client & Project
  • Demo
  • Pricing
  • Blog
  • Resources
    • Documentation
    • Submit a Ticket
    • Facebook Community
    • Roadmap
  • My Account
Download Free
Download Free
  • Home
  • Features
    • Lead Management
    • Deal Pipeline
    • Invoicing
    • Estimates
    • Client & Project
  • Demo
  • Pricing
  • Blog
  • Resources
    • Documentation
    • Submit a Ticket
    • Facebook Community
    • Roadmap
  • My Account
Propovoice CRM
  • Home
  • Features
    • Lead Management
    • Deal Pipeline
    • Invoicing
    • Estimates
    • Client & Project
  • Demo
  • Pricing
  • Blog
  • Resources
    • Documentation
    • Submit a Ticket
    • Facebook Community
    • Roadmap
  • My Account

Getting Started

  • System Requirements
  • Installation
  • Upgrade to Pro

Lead

  • Add Lead
  • Lead Overview
  • Lead Settings

Deal

  • Add Deal
  • Deal Details
  • Deal Settings

Estimate

  • Create Estimate
  • Edit Estimate
  • Estimate Settings

Invoice

  • Create Invoice
  • Edit Invoice
  • Invoice Setting
  • Recurring Subscription

Project

  • Add Project
  • Project Details
  • Project Setting

Client

  • Add Client
  • Edit Client

Contact

  • Add Contact Person
  • Add Contact Organization

Settings

  • Edit Business
  • Setup Payment
  • Email Settings
  • Custom Fields
  • User Role

Others

  • Download
  • Print
  • Translation (Localization)
  • Get lead by form
  • Setup SMTP

Troubleshooting

  • Basic Steps
  • License Activation

Integrations

  • WooCommerce Integration
  • Home
  • Docs
  • Settings
  • User Role

User Role

Propovoice WP CRM plugin allows you to classify all your users with different roles. First off, you just need to add new users from your WordPress dashboard.

  1. Go to your WordPress Dashboard. Now Click on the Users Menu.
  2. Choose Add New from the Users menu.
  3. Fill in all the required boxes, such as Username, Email, First Name, Last Name, and Password.
  4. You can choose different roles for the users who work for you. They will be able to manage Propovoice on your behalf. A dropdown option will appear.
  5. Click on Add New User and you’re done.
  6. You can simply select the desired Role from the dropdown menu.
Users 1
Users 2

There are different roles are available from your admin dashboard.

Propovoice Staff: The role will let the user look after all the basic activities regarding CRM and invoicing. A Propovoice staff will be able to access basic Propovoice functionalities from their user dashboard and they can create a report based on the regular CRM activities on the go.

Propovoice Manager: This role will allow your users to act like an administrator. That means the user can have access to all the features without any barriers. The users will have all privileges to control everything from the settings to third-party app integrations from a single dashboard.

Propovoice CRM Manager: A CRM manager can have access to all the customers’ data. The CRM manager will be able to manage the front-end, user dashboard, leads, deals, tasks, estimates, and everything that relates to customer management from the core.

Propovoice Project Manager: The project manager role enables the user to handle clients, tasks, and project-based activities of the plugin. Project managers can make the workflow a lot easier for the CRM managers and staff.

Propovoice Billing Manager: The following role will give your user the ability to manage invoices, tasks, estimates, and contacts, along with the user dashboard. The billing manager will take care of all the necessary billing information.

Was this document helpful?
Still stuck? How can we help?

How can we help?

Updated on March 9, 2023
Custom Fields

Powered by BetterDocs

Propovoice is the best WP CRM+Invoicing plugin for small to mid level businesses and freelancers. It is tailored to giving small to mid level businesses and freelancers the highest priority. Its easy-to-use functionalities and aesthetic design set it apart from other CRM plugins.

Wordpress Facebook-f Twitter Youtube
Product
  • Pricing
  • Roadmap
  • Support
  • Affiliate Program
Help and Resource
  • My Account
  • Documentation
  • Video Tutorial
  • Blog
  • FAQ
Legal
  • Refund Policy
  • Support Policy
  • Terms of Service
  • Privacy Policy

A Product Of

Nurency Digital

© 2022 Propovice Built by the folks at Nurency Digital

Insert/edit link

Enter the destination URL

Or link to existing content

    No search term specified. Showing recent items. Search or use up and down arrow keys to select an item.