How to set Users Role according to Designations?

1. Go to CRM Menu -> Settings -> Manage Users -> Roles .

2. To make change in Degination & Assign Records Reporting , Click on mentioned Designation Name.

4. Enter the information related to the Roles and Save the form.

5. To Manage Roles according to Designation , Drag/Move the mentioned Designation Name.


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Updated: 8 months ago
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