...
| Table of Contents | ||||
|---|---|---|---|---|
|
...
What is the
...
Roles section about?
...
In the role section, users can:
Create, edit and delete CRM users' roles
Check which users have been assigned to each role.
Where the Roles section is located?
Log into CRM and go to the left-side menu
Scroll down and click on Branches & Permissions
And then on Roles.
How to create a new Role
How
...
to add | remove users from a Role
Click on the name of the role or in theEdit button
From the drop-down menu, pick all users that should have the role
Click on the Add button
Then on the Save button
How to edit a Role
Click on the Edit button
Update the details and click on the Save button
How to delete a Role
Click on the Delete button
Confirm the actions and the address will be removed.