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How can I assign privileges to a role?

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You can assign privileges to a role in the following two ways:
  • Assign privileges directly to Role: This option lets you assign privileges to the role you are creating.
  • Assign privileges from existing profiles: This option lets you select profiles from which you want to copy the privileges to the role.

Follow these steps to assign privileges to a role:
  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 Privileges field.
  7. Select one of the following options:
    • Assign privileges directly to Role: When you select this option, the Copy privileges from and Edit privileges of this profile sections appear.
      1. Select a profile in the Copy privileges from the drop-down. The privileges from the profile that you select are shown in the Edit privileges of the profile section.
      2. Choose an app (Inventory, Sales, etc.) from the Edit privileges of the profile section and click the downward arrow on it.
      3. Choose a module. Enable or disable the checkbox for View, Create, Edit, or Delete to provide or revoke the respective permissions for the module.
      4. Click the downward arrow on a module. All the fields in the module are shown in the Fields section.
      5. 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.
      6. Scroll down to the Tools section. Enable the checkbox to provide access to a tool. Disable it otherwise.
      7. Click Save.
    • Assign privileges from existing profiles: When you select this option, the Assign Profiles section appears.
      1. Click inside the text area in the Assign Profiles section. All the profiles set up in the CRM are shown.
      2. Select the profile whose privileges you want to copy.
        • Note: You can select multiple profiles here.
      3. Click Save.
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