Vital CRM
How can I edit company users' permissions?

The administrator could add a new role with function of permissions, including inquire, add, edit, delete, and add notes for company data. 

1.  Go to [Settings > Account [Roles and Permissions]].



2. Please input [Role name], and check the permissions you would like to open in company field, then click [Save].



3. [Settings > Account] and choose account to edit role permissions of user.

Original permissions of default role, including system administrator, marketing manager, etc., cannot be edited. You could search for company permission of default role in the role permission list. If you would like to open company permissions for original roles, you can follow previous operation to add a customize role; users could both have permissions of default role and customize role.


 

[Settings > Account > Roles and Permissions] (Refer to FAQ)
https://faq.vitalyun.com/EN/CRM#4052