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?
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?
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 assign privileges to a role?
Table of Contents
Privileges such as editing a record, deleting a record, viewing personal fields, etc. can be set at the profile level or role level.
Follow these steps to assign privileges to a role:
Follow these steps to assign privileges to a role:
- 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 Privileges field.
- Select one of the following options:
- Assign privileges directly to Role: This option lets you assign privileges to the role you are creating. When you select this option, the Copy privileges from and Edit privileges of this profile sections appear.
- Select a profile in the Copy privileges from drop-down. The privileges from the profile that you select are shown in the Edit privileges of the profile section.
- Choose an app (Inventory, Sales, etc.) from the Edit privileges of the profile section and click the downward arrow on it.
- Choose a module. Enable or disable the checkbox for View, Create, Edit, or Delete to provide or revoke the respective permissions for the module.
- Click the downward arrow on a module. All the fields in the module are shown in the Fields section.
- Move the toggle button beside a field to the left to make it invisible, center to make it read-only, or right to make it writable.
- Note: You cannot change permissions for mandatory fields.
- Scroll down to the Tools section. Enable the checkbox to provide access to a tool. Disable it otherwise.
- Click Save.
- Assign privileges from existing profiles: This option lets you select profiles from which you want to copy the privileges to the role. When you select this option, the Assign Profiles section appears.
- Click inside the text area in the Assign Profiles section. All the profiles set up in the CRM are shown.
- Select the profile whose privileges you want to copy.
- Note: You can select multiple profiles here.
- Click Save.
- Assign privileges directly to Role: This option lets you assign privileges to the role you are creating. When you select this option, the Copy privileges from and Edit privileges of this profile sections appear.
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