How do I set privileges to a role to assign records to roles in the same hierarchy?
Follow these steps to set privileges for a role to assign records:
- Click the User Menu on the top right corner of the screen.
- Click the Settings button.
- Look for the User Management section.
- Select Roles.
- You will land on the Roles page.
- Click on a role in the hierarchy to edit it.
- Go to the Can Assign Records To field.
- Select Users having Same Role or Same Hierarchy or Subordinate Role.
- Click Save.
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