FAQs in this section
Where can I see the list of roles that are associated with a profile?
What is a role?
How are roles and profiles related?
Does Vtiger provide a default role hierarchy?
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?

Where do I find the list of roles for my company?

Follow these steps to view the list of roles:
  1. Click the User Menu on the top right corner of the screen.
  2. Click the Settings button.
    • You will land on the Settings page.
  3. Look for the User Management section.
  4. Select Roles.
  5. Click the List icon  on top of the page.
Home Privacy Policy Terms of Service Security Center Policy & Legal Center
© Copyright 2021 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube