What are roles | CRM FAQs

What are roles?

Roles in CRM represent your organization's hierarchy. For example, if you have sales managers, sales executives, and sales reps in your organization, you can create these roles in CRM.
Another benefit of creating roles is that it allows you to provide the right level of data accessibility based on the user's role. For example, you can restrict a rep from accessing an executive's records.

Here are some key points about how data access works with roles:
  1. A user with the CEOs role will have access to the entire CRM database.
  2. Managers can only view or edit their subordinates' records if they have Read or Edit permissions for a record owned by the subordinate.
  3. Users with a higher role have access to their subordinates' data by default.
  4. Users with the same role cannot access each others' data. For example, the VP of Engineering cannot access the VP of Marketing's data and vice versa.
  5. Users with a higher role cannot view the data that is shared with their subordinates through custom sharing rules unless the Superiors Allowed option is enabled.
  6. You can use the Share Data with the Peers option to enable data sharing between users with the same role.
  7. You must have Read/Write access to the primary record to add notes or attachments or send email to a record.
  8. A user with Administrative privileges can access all data regardless of their role.

Read more about creating roles and assigning them to users and watch this video to understand more about roles.

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                                                                                      If there is only one user in your CRM account, you will not be able to create roles. The New Role option will not be displayed. Read more about adding users. For the first user that you add, only the system-defined roles: CEO and Manager and standard ...
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