Assigning roles

Roles are created according to the corporate hierarchy of the system. Roles determine how the data is shared with the user. While profiles determine which objects can be seen by which users, roles determine which records from the object can be seen by the user. The user can be separated on the basis of their work department, territory, or company hierarchy.

The following diagram illustrates a basic sample role hierarchy:

Assigning roles

In the preceding diagram, A, B, C, and D, are records of the same objects owned by Rep1, Rep2, Rep3, and Rep4, respectively. While all the four reps have access to the same objects, they do not have access to each ...

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