Roles define user access to records and actions within the system for both regular and portal users.
Roles can be assigned to individual users as well as to entire teams. It is important to remember that admin users have access to all actions, features and data stored in the system, and their access is not limited by roles.
In fact, this feature allows businesses to establish and manage access rights to sensitive corporate data, and enable collaboration among all the administrative units of a company. It helps ensure that every employee will gain access only to the data and actions that are relevant to their positions.
Quick tour
Check the quick tour to see how to create roles in EspoCRM. Click on hotspots or use the arrow keys to move through steps.
Documentation
Learn more about role management in the documentation.