You can mimic your organisation-wide Role hierarchy in Vtiger CRM with the help of Roles.
1.Creating Roles
Vtiger CRM package provides roles like CEO and Sales Manager, by default. You can assign identical designations to your employees like Sales Manager, Support Engineer, etc. User’s position in the hierarchy will decide which of the records he/she can access.
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Click on menu icon and click on Settings.
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Click on Roles under User Management.
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Click beside the role to add user.
2.Can Assign Records To
You can allow/restrict users to assign records to users,enabling the radio buttons.
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All Users.
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Users having Same Role or Subordinate Role.
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Users having Subordinate Role.
3.Privileges
You can allow/restrict users to have Privileges,enabling the radio buttons.
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Assign privileges directly to Role.
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Assign priviliges from existing profiles.
4.Copy privileges from Profiles
- Choose profile from the drop down to copy privileges.
5.Edit privileges of this profile
You can define access privileges while you create a role. The idea is to reduce clicks and navigation. Having privileges defined on a role eliminates the necessity to create a different profile and associate it to a role. Additionally, you need not have to visit individual profiles to view or modify privileges you’ve defined earlier.
6.Assigning Roles to users
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Click on menu icon and click on Settings.
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Click on Roles under User Management.
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Click on your desired username.
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Locate Role field, select the desired role for the user.
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Click Save.
Notes!
1.You can associate multiple users and profiles for the same role.
2.When you associate multiple users for the same role, the users
under the role are not allowed to see each others’ records.
3.A role always works concerning Profiles and Sharing Access.7.FAQ
- Why only two users visible when I am selecting Assign to?
In the Roles Configuration, if you have selected User’s having Same Role or Same Hierarchy or Subordinate Role options, then you view only the users satisfying the selected option. To view all the users, please select All Users option.