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Standard roles for users and changing who has access to them

The standard user roles in Access Recruitment CRM are detailed below:

Terence Cassidy avatar
Written by Terence Cassidy
Updated over 3 weeks ago

As Standard there are three Role types:

  • Administrator - Full Access.

  • User - Standard User.

  • Report Creator - Report Creator.

If you have full Administrator access yourself, you can manage which user accounts have which roles by doing the following:

  1. Click Options then click Accounts.

  2. Click Users and then select the User.

  3. Select Groups & Roles.

You can add which role you would like to each user account.

The Role restrictions and permissions are managed in:

  1. Click Options and then click Accounts.

  2. Click Roles.

You can add whichever role restrictions or role permissions you wish to allocate within this area.

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