Setting up roles

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IN THE CRM

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1. Go to "Setup" at the bottom of the settings list.

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2. Click on "Roles".

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3. Click on the "New Role" button at the top of the page.

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4. Assign a "Role Name" and tick any required boxes for permissions that the role should have.

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5. Save the changes by clicking the "Save Settings" button in the bottom right corner of the page. Once pressed, your new role will be created.

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