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Roles

Roles are used to limit access for regular and portal users to different types of records and actions within the CRM instance.

Roles can be established to control access both for an individual user and/or for the entire team. 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.

Roles