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Security Roles

Different teams and users usually need different levels of access to CRM data and features. This tutorial explains how to set up and assign Roles in EspoCRM.

Interactive demo — click through at your own pace.

In this video guide, you’ll find out how to:

  • set access permissions for different CRM entities
  • control who can view, create, edit, or delete records
  • assign roles to individual users
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