Last Revised: 09 Mar 2020 Written by Veloxity CRM Time Estimate: About 1 minute to read.
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 +Add Role Assignment. A numbered row is created in the table.
Click inside the User Group cell in the numbered row. Select the User/Group for whom you'd like to create a role from the list of choices.
Click inside the Role cell in the numbered row. Select the Role you'd like to create for the User/Group from the list of choices.
Click Save Changes.
Figure 1. Assign Roles.