Can I assign privileges to a role using profile permissions?

Yes, you can.

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 Assign privileges from existing profiles.
   • This option lets you select profiles from which you want to copy the privileges to the role. When you choose this option, the Assign Profiles section appears.
8. Click inside the text area in the Assign Profiles section.
   • All the profiles set up in the CRM are shown.
9. Select the profile whose privileges you want to copy.
   • Note: You can select multiple profiles here.
10. Click Save.