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Bronze Super Contributor
Posts: 349
Registered: ‎03-24-2009

Web Client Roles

Do any of the out of the box roles have magic meaning? In other words, can I delete ALL roles and start from scratch?

Timmus Agersea
Black Moth CRM
Bronze Super Contributor
Posts: 129
Registered: ‎06-09-2009

Re: Web Client Roles

They have specific Secured Actions already linked to them, which makes it easier to assign users to most common used Functionality.

 

That said, you could indeed start from Scratch, but will have to associate them with some of the Standard Secured Actions to allow users to access the Out of the box functionality.

Raul A. Chavez
http://raul.chavez.com
http://www.crmbi.com