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vtiger CRM by Ian D. Rossi

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Time for action - setting up user permissions for a sales representative

  1. Let's first set up a profile for a sales rep. Go to Settings | Profiles:
    Time for action - setting up user permissions for a sales representative
  2. Then click on the New Profile button:
    Time for action - setting up user permissions for a sales representative
  3. Let's create a profile called Front End Sales and give it a description. Choose Sales Profile as a base profile. Click on Next:
    Time for action - setting up user permissions for a sales representative
  4. Since Tom will be more restricted than those above him, there are a few more changes to make on the next screen. First uncheck View All and Edit ...

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