RapidStart CRM CSAT Addon

Using the Security Role

RapidStart CRM CSAT data is visible by default to all users with the RapidStart CRM Power User or System Administrator roles. To allow other users to see the data, go to the RapidStart Settings app and select Users in the sidebar and click on a user’s name.

In the User’s Security Role section, tick the box for RapidStart CSAT

Note: Only RapidStart CRM Power Users and System Admins can access the RapidStart Settings app for creating CSATs. Giving a user the role above will allow them to see the items in the RapidStart CRM main or sales-only apps.