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?
Table of Contents
Follow these steps to view the list of roles:
- Click the User Menu on the top right corner of the screen.
- Click the Settings button.
- You will land on the Settings page.
- Look for the User Management section.
- Select Roles.
- Click the List icon on top of the page.
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