Last Revised: Written by Veloxity CRM Time Estimate: About 1 minute to read. Veloxity 2.0
User/Group Roles grant different record-level privileges to different users/groups in Veloxity CRM. These roles determine what information a user can view, and what actions the user can perform with the data. Add User/Group Roles to Data Records to grant different levels of access to the data.
- Click Show/Update Roles.
Click +Add Role Assignment. A numbered row is created in the table.
- Enter User/Group and Role information:
Click inside the User/Group box. Select the User/Group for whom you want to create a role from the list of choices.
Click inside the Role box. Select the Role you want to create for the User/Group from the list of choices.
Click Save Changes.
You are looking at a screenshot documenting how to Add User/Group Roles:
Figure 1. Add User/Group Roles.