@@ -22,7 +22,7 @@ Profiles are used to control actions that users can perform on records. In addit
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@@ -22,7 +22,7 @@ Profiles are used to control actions that users can perform on records. In addit
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.
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.
You can edit and create new roles to configure your organization hierarchy in vtiger CRM.
You can edit and create new roles to configure your organization hierarchy in vtiger CRM.
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.
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.