How to change, assign or validate CRM roles
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Synopsis
This guide will help you change, assign or validate CRM roles for your users in the Control Panel. -
Applicable to
All SherWeb hosted CRM accounts. -
Prerequisite
- administrative rights to access the Control Panel
- a user assigned with a CRM license
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How to
Note: Changing your CRM roles from the Control Panel or from within CRM itself can prevent you from viewing or managing important information. Closely consider the user’s pre-existing or intended security permissions or job function before attempting any changes.- Log into the Control Panel.
- Select the user whose role you wish to change or manage.
- Click on Manage CRM Roles, located under the Microsoft CRM section.
- Validate the current role of your CRM user and assign or change the roles that fit your organizational requirements, and then click on Save.
- The screen will change to inform you that the user’s CRM roles have been successfully updated.
If you need further assistance, please do not hesitate to contact us.
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Keywords
assign, change, validate, manage, roles, permissions, CRM, Control Panel
