Can I assign privileges to a role using profile permissions?
Yes, you can.
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 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.
- 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.
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