Focus3 Overview

User Roles

For larger organizations -- for maximum efficiency and security -- instead of having all Users perform all roles, Focus3 recommends that Employees within your Company be assigned to fulfill specific roles.

The roles may be divided as desired between Employees and single Employee may fulfill one or more roles.

Following are the primary roles that Focus3 has defined:

Administrator(s)

• One or two designated individual(s) that are responsible for becoming your Company's "Focus3 Guru". This will be your internal point of support for Focus3 and they will complete routine system configuration tasks such as assigning access Permissions, User Accounts and configuring Focus3 to fit your needs. They may also be responsible for data entry, printing Correspondence, and other routine tasks.

Sales Exec(s)

• Employees that s responsible for managing the relationship with a Contact.

Sales Assistant(s)

• Sales Assistants are Employees that are responsible for assisting one or more Sales Exec(s) with daily contact management. Any Employee within Focus3 may be assigned as a Sales Assistant for another Employee.
• When a Sales Assistant is related to another Employee in Focus3, the Sales Assistant is given the User Permissions of the Employee to which they are assigned. This allows the Sales Assistant to perform the same contact management related tasks as the assigned Sales Exec.