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Epic 1.0.2. CRM. Roles

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General info

This epic focuses on implementing a comprehensive role management system within the CRM to streamline user responsibilities, permissions, and workflows. The system will categorize roles based on business units, divisions, and positions, ensuring clarity in role assignment and operational structure. This feature aims to provide flexibility in managing team responsibilities, improving task delegation, and maintaining secure access to sensitive information.

Epic ticket:


RT-6816

Key Features:

  1. Role Definitions:

    • Define roles across various categories like Developer, Administration, Marketing, Owner, Business Management, Consultancy, Sales, Recruiting, Customer Support, and Content Management.

    • Include specialized positions such as Project Manager, Business Analyst, Account Manager, and more, under specific roles.

  2. Business Unit Association:

    • Link each role to a business unit for better alignment with organizational structure.

    • Allow filtering by business units to manage tasks effectively.

  3. Division-Level Hierarchy:

    • Establish a clear division-level hierarchy for roles requiring multi-tiered management, such as Head of Division and BU Selector.

    • Define divisions for cross-functional operations.

  4. Position-Specific Access:

    • Assign permissions based on positions, ensuring employees access only the data and functionality relevant to their roles.

  5. Role Customization:

    • Allow admins to customize roles for unique organizational needs, ensuring flexibility in team management.

  6. Role-Based Permissions:

    • Integrate permissions with roles to automate access levels across the CRM.

  7. Search and Filtering Options:

    • Enable search by role, division, or business unit for streamlined navigation.

  8. Reporting and Analytics:

    • Provide insights into role performance, task assignments, and workload distribution for better decision-making.

This epic will enhance collaboration, secure data access, and promote transparency across the organization. By clearly defining roles and responsibilities, teams will achieve higher productivity and better alignment with business goals.

case Admin = 'admin';
case Candidate = 'candidate';
case CompanyOwner = 'company_owner';
case CompanyStaff = 'company_staff';
case Consultant = 'consultant';
case DivisionHead = 'division_head';
case MarketingManager = 'marketing_manager';
case BusinessManager = 'business_manager';
case ContentManager = 'content_manager';
case Recruiter = 'recruiter';
case SalesManager = 'sales_manager';
case RecruitingHead = 'recruiting_head';
case CustomerSupport = 'customer_support';

case Bot = 'bot';
case Cms = 'cms';

Short description of roles:

  1. Admin – full access to the system, can edit any data.

  2. (to do) Developer – full access to the system, can’t create, edit, or delete any data.

  3. Candidate – user who applies to a vacancy, has their own profile in RT.

  4. (to do) Company Owner – for company login, responsible for all company staff.

  5. Company Staff – SPOC (single point of contact)

  6. Consultant – creates vacancies, works with processes, reports to the business manager in business unit.

  7. Head of Division – manager responsible for small group candidates

  8. Marketing Manager – can see analytical information, can’t edit anything.

  9. Business Manager – head of the consultant department, responsible for candidates, division, and sales managers.

  10. Content Manager – can edit texts of vacancies and publications

  11. Recruiter – create publications and work with applications, not included in any units.

  12. Sales Manager (account manager) – working directly with the companies, creates orders.

  13. Head of Recruiting – has access to all candidates and can manage all recruiters.

  14. Customer Support – responsible for rejected applicants.

Bot – create some automation activities.

Cms – access from/to rocken.jobs

User stories

 

Visual design / Charts

https://lucid.app/lucidchart/f79ebdd4-9c39-4499-be10-52afdc913d97/edit?invitationId=inv_6d38d26b-1f3c-42ef-ac6c-e1cc3918fb7e&referringApp=slack&page=0_0# 

Positions and units: https://lucid.app/lucidchart/56aba7f9-9d36-432f-93c5-8bde679f5ffc/edit?invitationId=inv_3622b23f-f72b-402f-8918-0b7e1b1367ac&page=0_0#

BI: https://lucid.app/lucidchart/c2fcbd81-4a50-433f-a082-a24945d4bf5d/edit?shared=true&page=0_0#

https://lucid.app/lucidchart/c2fcbd81-4a50-433f-a082-a24945d4bf5d/edit?page=0_0#

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