Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

The user role represents the hierarchical position of the individual user within an organization. The user’s role plays a vital part in controlling record access. By default, the Roles & Hierarchy Tree has four roles that can be renamed, but they cannot be deleted.  They are CEO, Vice President, Sales Manager, and Sales Man.

Roles Management [Video]