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vtiger CRM by Ian D. Rossi

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Time for action - setting up user permissions for our support guy

  1. Let's first set up a profile for a support person. Go to Settings | Profiles:
    Time for action - setting up user permissions for our support guy
  2. Then click the New Profile button:
    Time for action - setting up user permissions for our support guy
  3. Let's call this profile Support and give it a description. Let's choose Administrator as the base profile. Click on Next:
    Time for action - setting up user permissions for our support guy
  4. Lars will have very limited access according to the privileges we established in the section Setting up our team in vtiger. Click on Finish:
  5. Now, let's create ...

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