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User Role and Permission Resolve Work

Resolve Work CRM allows you to define custom user roles and access permissions to ensure the right people access the right information. Assign permissions based on job roles, departments, or hierarchy, and maintain complete control over data, modules, and workflow visibility. Improve security, streamline collaboration, and prevent unauthorized access with a flexible permission system designed for growing teams and diverse organizations.<br><br>View Our Features : https://resolve.work/features/user-roles-permissions/

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User Role and Permission Resolve Work

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  1. Home About Us Features  Integrations Contact Us Schedule a Demo USER ROLES & PERMISSIONS Explore our User Roles & Permissions Feature Define and manage User Roles & Permissions to control access and permissions, ensuring secure and organized operations. Contact Us #1 User Roles & Permissions In Resolve Work CRM, the User Roles & Permissions feature allows administrators to manage and customize the permissions assigned to di?erent roles within the system. This feature provides flexibility in controlling what di?erent users can access and perform within the CRM. Key Features of User Roles & Permissions in Resolve Work CRM: Default Role - Employee: Upon installation, the CRM includes a default role called Employee. This role comes with no pre-configured permissions. Administrators can either modify the permissions for this role or create new roles based on their organization’s needs. Creating New Roles: Administrators can navigate to Setup -> Roles to create new roles. These roles help auto- populate permissions when creating new sta? members, making the process easier and faster. Role Permissions: Permissions assigned to roles serve as a template to automatically assign permissions to sta? members when they are created. However, these permissions can be manually adjusted for individual sta? members. Role-based permissions provide a quick and consistent way to manage sta? privileges. Updating Role Permissions: Changing permissions for a role will not automatically change the permissions for existing sta? members using that role. To apply updates to all sta? members under a particular role, administrators can check the option Update all sta? members permissions that are using this role when editing a role. Default Sta? Role Configuration: In Setup -> Settings -> Misc, administrators can configure a default sta? role that will be automatically selected when creating new sta? members. Administrator Role: Administrators have unrestricted access to all areas of the CRM. When a user is designated as an Administrator, all permission fields will be unchecked and disabled, indicating that the administrator role bypasses role-based permission restrictions. Define Roles And Permissions With Ease – Take Control Of Access! Talk To Us! Important Pages Contact Info At Resolve Work, we specialize in creating custom CRM solutions tailored to your business. Our team develops scalable, feature-rich platforms that streamline project management, automate workflows, and improve customer relationships. Home info@resolve.work About Us +91 9998 707978 Features B- 503, Solitaire Corporate Park, Nr. Divya Bahaskar, SG Hwy, Makarba, Ahmedabad, Gujarat 380015 . Integrations GSTIN: 24ABLFR1022M1Z7 Contact Us Privacy & Policy Show GST Address Terms & conditions Cancellation & Refund Policy  Copyright © 2026 . All Rights Reserved.

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