Role Permissions

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Role Permissions are defined when editing a role. For example, a sales role may be able to change a "suspect" role to a "prospect" role, but not to a "customer" or "employee" role.

UserRoles.png

In the example above, the Manager role (the role being edited) will only be able to grant the roles that have been checked off under Role Permissions to a contact in the system. Note that the Manager is not able to grant others the Manager role.

Typically, System Administrators are given rights to set all roles.

See Also