How can I manage access controls in my cloud CRM?
An example of an AI chatbot conversation about managing access controls in cloud CRM systems.
How can I manage access controls in my cloud CRM?
You can manage access controls in your cloud CRM by setting user roles and permissions. Would you like to know how to do that?
Yes, please explain how to set user roles.
To set user roles, go to the 'Settings' section of your CRM, then select 'User Management'. From there, you can create roles and assign permissions.
What types of permissions can I assign?
You can assign permissions such as view, edit, delete, and share for different modules within the CRM.
Can I customize roles for different teams?
Absolutely! You can create custom roles tailored to the specific needs of each team in your organization.
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