CRM Product Essentials | Prototyping & Product Management & UX: 19.Roles

A "role" refers to a defined set of permissions and responsibilities assigned to a user or a group of users within the CRM system. Roles help to control access to data and functionality within the CRM platform, ensuring that users only have the necessary permissions to perform their specific job functions. This helps to maintain security and data integrity within the CRM system.More contents: https://axureboutique.com

The main function of roles is to assign permissions. Because different employees with the same job position will have the same permissions, the introduction of the concept of roles can expedite the process of permission assignment.

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