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?
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?
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 choose the groups to which users can assign records?

You can do this by editing the role privileges of a user.

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
  3. Look for the User Management section 
  4. Select Roles 
    • You will land on the Roles page 
  5. Click on a role in the hierarchy to edit it 
  6. Go to the Can Assign Records To field 
  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
  1. Click Save
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