FAQs in this section
What is the relationship between roles and profiles?
How do I add a profile?
Can I create a role with out selecting a profile?
How to enable or disable import and export permissions of a profile?
How do I see which role a profile is related to?
Are there separate Create and Edit options in Profiles?
What is a profile?
Who can set up profiles?
How do I define the permissions of a profile?
How do I link a role to a profile?
Can I define field-level permissions for a profile?
How do I delete a profile?
How do I associate a profile with a user?
Do field-level permissions in a profile apply to every module?
How are profile permissions different from Sharing Rules?

Why am I getting the Permission Denied error when I try to approve a record?

If the Edit permission for Approvals module is disabled for your role or profile, then you encounter a Permission Denied error. In this case, you cannot approve records.
To be able to approve records, please contact the CRM admin. You must get the Edit permission on the Approvals module for the role or profile assigned to you.

Admin users can follow these steps to enable Edit permission:
  1. Click the Main Menu.
  2. Click on Settings.
  3. Select Profiles under User Management.
  4. Select the profile related to the user who is unable to approve.
  5. Look for Approvals module under the Other Modules section.
  6. Enable edit permission by enabling the checkbox under the Edit column.
  7. Click Save.
To learn more about Profiles, click here.
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