Last Revised: 09 Mar 2020 Written by Veloxity CRM Time Estimate: About 1 minute to read.
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.
The Roles are configured 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 here in User/Group Role Definitions.
- User/Group Role Privileges are inherited downward. Privileges extend to the descendants of the data record.