FAQs in this section
Where can I see the list of roles that are associated with a profile?
What is a role?
Does Vtiger provide a default role hierarchy?
Where do I find the list of roles for my company?
How do I create a role?
How do I give privileges to a role to assign records?
Can I move a role in the hierarchy?
How do I set privileges to a role to assign records to roles in the same hierarchy?
How do I set privileges to a role to assign records only to users with subordinate roles?
How do I restrict users from assigning records to groups?
How do I choose the groups to which users can assign records?
Is it possible to choose the groups to which a user can assign records?
How do I assign privileges to a role?
What is given priority between profile and role privileges?
How can I assign privileges to a role?
How do I assign privileges directly to a role?
Can I assign privileges to a role using profile permissions?
How do I delete a role?
When deleting a role, can I transfer its ownership to any other role?
Why are only two users shown when I click Assigned To in a record?
How are roles and profiles related?
Table of Contents
Every user has a role. And a role can have a profile assigned to it. If a profile has a specific permission, then users who belong to the profile will also have that permission. For example, if a profile is given permission to edit or delete records, then the users of the profile can edit or delete records. On the other hand, you can also assign privileges directly to a role.
To learn more about Users, click here.
To learn more about Roles, click here.
To learn more about Profiles, click here.
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