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?
Can I assign privileges to a role using profile permissions?
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 delete a role?

Follow these steps to delete 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. Hover on a role in the hierarchy.
  6. Click the Delete icon.
  7. Select another role to transfer ownership of the role being deleted.
  8. Click the Search icon under Transfer ownership to other role.
  9. Click the + icon on the left side of a role to view its subordinate roles.
  10. Select a role by clicking on it.
  11. Click Save.

Note:
  • If a deleted role was used in the Inbox, lists, or reports, they cannot be¬†transferred to the new role.
  • A Light Agent role can be transferred only to another Light Agent role. A Single App role can be transferred only to another Single App role.
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