How do I give privileges to a role to assign records?

You can set up permissions while creating or editing a role. You have the following options:

• For users:
  • All Users: Can assign records to all the CRM users
  • Users having Same Role or Same Hierarchy or Subordinate Role: Can assign records having the same role, users in the role hierarchy, or users who have subordinate roles
  • Users having Subordinate Role: Can assign records to users who have subordinate roles
• For groups:
  • All groups: Can assign records to all groups in the CRM
  • All Groups that user is part of: Can assign records to all the groups that the user belongs to
  • Selected Groups: Can assign records to select groups (You need to select groups in this case.)
  • Cannot assign to any group: Cannot assign records to any group

Follow these steps to set the privileges for a role to assign records:

1. Click the User Menu on the top right corner of the screen
2. Click the Settings button Look for the User Management section
3. Select Roles
   • You will land on the Roles page
4. Click on a role in the hierarchy to edit it
5. Go to the Can Assign Records To field
6. Select one of the following options for users:

• All Users
• Users having Same Role or Same Hierarchy or Subordinate Role
• Users having Subordinate Role

7. Select one of the following options for groups:

• All groups
• All Groups that user is part of
• Selected Groups
• Cannot assign to any group

8. Click Save