FAQs in this section
Can I hide select fields from a user? How can I add a new license (user) in Vtiger CRM? Can I add Single App users as co-owners of records? Can I add Light Agent users as Co-owners? Can multiple users own a record? How do I create(add) users? How can I reactivate an inactive or suspended user? Is it possible to change the password for all the users at the same time? Who is a user? Is every employee a user? I already have an employee record for which I want to create a user record. Is this possible? Is there a limit on the number of users I can have in my Vtiger account? What are the types of users in Vtiger CRM? How do I verify email addresses of users? Why should I verify email addresses? Can I change the username of a user? How do I change my password? Can I change the password of other users? What is the Access Key in Users/My Preferences? Where can I find the access key for web services? How do I change the access key for web services? Why is there as an option to log in as another user? Can I log in as another user? I need to set up something in the CRM for a colleague. Can I log in to their account? How do I import users into the CRM? A failure occurred when I was trying to import users. Can I import users using the Import module? Can I export users to my local computer? Is it possible to change a CRM account's owner? How do I know who is my CRM account owner? Can I transfer account ownership to any user? I don't see the option to transfer CRM account ownership. What does it mean to suspend a user? How do I suspend a user? Can I delete a user? Why am I not able to import the Single App and Light Agent users into the CRM. How do I change the primary email address of a user? How do I assign a role to a user? How do I assign a profile to a user role? Can all users delete records? I am unable to create Light Agent and Single App users. Can I import Single App users in the Sales Enterprise edition? What is a Standard user? What is an Admin user? What is a Light Agent user? What is a Single App user? Can I transfer related records to any user when transferring the ownership of a contact or organization? Can I transfer ownership to any user while suspending a user? How do I identify users with different roles? How do I give the permission to import records to a user?
How do I give permission to export records to a user?
Table of Contents
Follow these steps to provide permission to a profile to export records:
- Click the User Menu on the top right corner of the screen.
- Click the Settings button.
- Look for the User Management section.
- Select Profiles.
- Click the +Add Profile button.
- Enter the profile name and description.
- Go to the Edit privileges of this profile section.
- Choose an app (Inventory, Sales, etc.) from the Edit privileges of the profile section and click the downward arrow.
- Choose a module.
- Click the downward arrow on a module.
- Scroll down to the Tools section. Enable the checkbox for Export to provide access to it.
- Click Save.
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