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?
Where do I find the list of roles for my company?
How do I create a role?
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 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
  1. Select one of the following options for groups:
  • All groups
  • All Groups that user is part of
  • Selected Groups
  • Cannot assign to any group
  1. Click Save
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