A user is a person that can log in to the CRM instance, manage records and perform certain functions and actions. In other words, users are the company’s employees that have access to the CRM instance. In EspoCRM, there are three types of users such as administrators, regular users, and portal users.
Administrators have access to everything in the system, and they can perform different configurations to ensure that the system functions smoothly. The regular users’ access to the data, features and actions within the CRM system is controlled by Security Roles.
Portal users are typically a business’s customers, and they are granted access via Security Roles only to certain predefined portal functions.
