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.