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vtiger CRM by Ian D. Rossi

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Time for action - setting up user permissions for the sales manager

  1. Let's set up the Sales Manager profile for Jack Thurgood. Go to Settings | Profiles:
    Time for action - setting up user permissions for the sales manager
  2. Click the New Profile button:
    Time for action - setting up user permissions for the sales manager
  3. Give the profile a name and a description and click Next:
    Time for action - setting up user permissions for the sales manager
  4. On the next page check off View All and Edit All since Jack will have these privileges. Then for the modules — according to the privileges we established in the section Setting Up Our Team in vtiger, check the boxes ...

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