Roles.md

+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.
+
+ * Click on menu icon and click on Settings.
+
+ * Click on Roles under User Management.
+
+ * Click  beside the role to add user.
+
+![Screenshot_from_2020-12-16_12-51-53](uploads/c48680d3ace6ad286af6cbe389093438/Screenshot_from_2020-12-16_12-51-53.png)
+
+**2.Can Assign Records To**
+
+You can allow/restrict users to assign records to users,enabling the radio buttons.
+
+   *  All Users.
+
+   * Users having Same Role or Subordinate Role.
+
+   * Users having Subordinate Role.
+
+![Screenshot_from_2020-12-16_13-11-59](uploads/fa84eb25fbc2c8cacc1525cd044bc3fb/Screenshot_from_2020-12-16_13-11-59.png)
+    
+**3.Privileges**
+
+You can allow/restrict users to have Privileges,enabling the radio buttons.
+  
+   * Assign privileges directly to Role.
+
+   * Assign priviliges from existing profiles.
+
+![Screenshot_from_2020-12-16_13-13-08](uploads/4c3fe892c1d0d1a0a90b3469a66431f0/Screenshot_from_2020-12-16_13-13-08.png)
+
+**4.Copy privileges from Profiles**
+
+  * Choose profile from the drop down to copy privileges.
+
+![Screenshot_from_2020-12-16_13-14-57](uploads/50c311397ba6fcb04f9d3a9dc06b04e9/Screenshot_from_2020-12-16_13-14-57.png)
+
+**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.
+
+![Screenshot_from_2020-12-16_13-17-54](uploads/1b16b81dabdb3dc43ece229d19e460cc/Screenshot_from_2020-12-16_13-17-54.png)
+
+**6.Assigning Roles to users**
+
+ * Click on menu icon and click on Settings.
+
+ * Click on Roles under User Management.
+
+ * Click on your desired username.
+
+ * Locate Role field, select the desired role for the user.
+
+ * Click Save.
+
+![Screenshot_from_2020-12-16_13-21-25](uploads/62dfeb946d088afbb63eb13e96de55c8/Screenshot_from_2020-12-16_13-21-25.png)
+
+
+     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.