How can I add a User/Group Role?

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

Step-by-step guide

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. 

  1. Click Show/Update Roles.

  2. Click +Add Role Assignment. A numbered row is created in the table. 

  3. Enter User/Group and Role information:

    1. Click inside the User/Group box. Select the User/Group for whom you want to create a role from the list of choices. 

    2. Click inside the Role box. Select the Role you want to create for the User/Group from the list of choices. 

  4. Click Save Changes. 

You are looking at a screenshot documenting how to Add User/Group Roles:

  Figure 1. Add User/Group Roles.