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Roles Management

11 comments on “Roles Management
  1. Manuel Jimenez says:

    hello, we installed the crm but mistakenly remove the Administrator user

    how we can resolve this because we can not set up new users

  2. purdianta says:

    Hello Team,
    I have created some roles and access level, but the access control not work. All roles has the some access level is enable.

    Could you help me to fix it.

    Regards,

    Purdianta

  3. kr says:

    Hi! I am running Espo Crm Version 3.4.2.
    I created a Group. Then a Role. Assigned Role -> Group. Then I create a user and assign Group -> User.
    Now if I change Role permission, these permissions do not change for the user… is this normal?

    I tried clearing the cache.

    Thanks for all the suggestions in advance!

  4. Raja says:

    I am having CRM Version 3.6.2. I created two users (Admin, Philip). Admin belongs to Management Role in which I didn’t restrict any access.

    Philip (User) belongs to Sales Role, I have modified the sales role as below

    Accounts enabled no no no
    Leads enabled own own own

    If I login as a Philip user, I am able to see all the accounts created by Admin. I am able to modify those accounts, Even Philip user is able to delete it.

    All the leads which is created by Admin is viewable and editable for Philip user, It seems Permissions which is defined for Role is not working.

    Any Suggestions ?

  5. yurikuzn says:

    Did you clear cache?
    To check whether roles is applied to the certain user you can open that user and click Access button.

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