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Vtiger CRM provides fine-grained access control capabilities through the use of Roles and Profiles.
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Note! Default sharing rules in Vtiger CRM are set to be public, which enables everyone to see all records. To change Sharing Rules, please visit Settings > Sharing Access. When Sharing is set to private, users will only be able to view records that are assigned to them or users below them in the Role hierarchy.
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* **Users**
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Do You want your employees to log in and manage records in Vtiger CRM? Create a user account and get started!
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We support two types of users: Admin user, and Standard user. You can perform operations on users such as creating users, activating users, granting / revoking admin role, deactivating, and deleting users, etc.
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* **Profiles**
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Profiles are used to control actions that users can perform on records. In addition, profiles can be used to restrict access to specific fields or modules.
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* **Roles**
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Role Hierarchy in Vtiger is designed to reflect the typical organization hierarchy. User’s position in Role hierarchy will decide which records he/she can access. When Sharing Access is set to private, Users with a specific role can only view records that are assigned to them, and records that are assigned to users with a role below them.
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You can edit and create new roles to configure your organization hierarchy in vtiger CRM.
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* **Sharing rules**
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Sharing access will help the administrators to define how records should be shared among peers, subordinates, and superiors. Default sharing rules in Vtiger are set to public — everyone can see all records. If sharing rules are set to private, users can only view records assigned to them and records of users below them in the role hierarchy.
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* **Groups**
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The group is a combination of multiple users, roles, and groups to manage the common set of records. |
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