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?
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?
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?

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.
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