Roles
Roles manage system users permissions for the specific group. You can enter individual permissions for each user, but if you want to create identical permissions for a group of users, better use Roles.
- Go to Setup - Roles - New record.
- Enter the role name, the parent role (if necessary) and specify the permissions. Possible options are:
- View - all entries of all users will be visible;
- View by role - only entries of users who belong to same role or roles below will be visible;
- View (Own) - only user's own entries will be visible;
- Export;
- Create;
- Edit;
- Delete.
- Go to the staff profile - Permissions and select to edit. Assign the role to the user and save changes.
