Set data rights for a role

This feature is unavailable in the CRM Suite Starter plan.

Steps

Select Roles in the Navigator.

Choose the Associates tab.

Select the required role in the Roles list. The rights for the selected role are displayed in the Data rights tab.

Click next to the right you want to change, and select the required right.

Name	Rights	Tooltips
None	No rights
Read	Read rights	R
Create	Read and create rights	CR
Update	Read, create and update rights	CRU
Delete	Read, create, update and delete rights	CRUD

C = Create, R = Read, U = Update, D = Delete The changes are saved automatically.

What do the different columns under Data owned by mean?

Data owned by	Dashboards and Documents	Sales and Activities	Projects	Company and Contact
My own	Created by you	Owner field applies	Responsible field applies	You are “Our contact”
Primary group (A)	Created by your primary group (department)	Owner field applies	Responsible field applies	”Our contact” is an associate in your primary group
Other groups (A)	Created by a user group you belong to	Owner field applies	Responsible field applies	”Our contact” is an associate from a user group you belong to
Other associates	Created by other associates in the company	Owner field applies	Responsible field applies	”Our contact” is an associate that you do not share a user group with
Anonymous	Created by anonymous users	Not applicable	Not applicable	Not applicable

A = Associates

On the Contact card, the Our contact field always pulls the associate from the Company card that the contact belongs to.

​Steps