FAQs in this section
What is the relationship between roles and profiles?
Why am I getting the Permission Denied error when I try to approve a record?
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?
Do field-level permissions in a profile apply to every module?
How are profile permissions different from Sharing Rules?

How do I associate a profile with a user?

You cannot associate a profile to a user directly. You must link a profile to a role and then assign the role to users.
Follow these steps to link a profile 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.
  5. Click on a role to edit it.
  6. Select Assign privileges from existing profiles under Privileges.
  7. Select the profiles under Assign Profiles.
  8. Click Save.
  Follow these steps to assign a role to a user:
  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 Users.
  5. Open a user record to set the role.
  6. Click the Edit icon on the top right side.
  7. Look for the Roles field.
  8. Select a role.
  9. Click Save.
Home Privacy Policy Terms of Service Security Center Policy & Legal Center
© Copyright 2021 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube