Assigning Roles

💬 General Discussion
1

Hey guys,

I’ve created roles in my CRM, but I can’t find a way to assign them to the users.
I’ve tried in User Management and Role Management, I couldn’t find any field related to it.

Does anyone have an idea about this problem ?

Regards,

2

Hi there,

You can select the user when viewing the role, or assign the user to the role in the sub-panel on users.

Are there no sub-panels on the user/role views?

Can you provide some screen shots?

Thanks,

Will.

3

I can’t see any field related to assigning roles. Some screenshots :

4

Have you gone to the ‘Access’ tab on the user? Are there roles sub-panels there?

Thanks,

Will.

5

Nothing in Access. I can’t find anything.

Thanks,

6

Hi AlyB,

Have you set permissions on your CRM files correctly? Have you run a Quick Repair & Rebuild and Rebuild Relationships in Admin -> Repair?

Thanks,

Will.

7

Hi Will,

I’ve installed the CRM correctly, I’ll try to launch a Quick Repair & Rebuild and see what it does.

Thanks,