How is data record access determined?

Last Revised:       Written by Veloxity CRM    Time Estimate: About 1 minute to read. Veloxity 2.0


Record Owners assign User/Group Roles that determine which users can view the data record, and what actions the users can perform with the data.

Users/Groups and Roles are created by the Veloxity CRM administrator. See User/Group Role Definitions.

  • If there is no Owner assigned above or below the record, then all users are granted access to the data record. 
  • Owners always have read and edit privileges. Additional Owner privileges are configured in User/Group Role Definitions. 
  • User/Group Role Privileges are inherited downward. Privileges extend to the descendants of the data record.