Roles within the Enterprise Pro

Roles within the Enterprise Pro

Postby Kathleen » Thu Jun 16, 2016 5:04 am

Is there a preset Role in Enterprise Pro for someone that will only need access to reports and data used for Marketing purposes?
If not, is there an area within setup where we can create that role?
Revised: This Role will not be used by an external source as described in External CRM Setting / Setup but will be used by a current employee within the shop.
Some of the Roles that are already created in the system don't allow enough access, some allow too much access.
*** I created a new Role that I think will work for Marketing Purposes and will adjust the permissions as we see a need. ***
I think I'm good for now.
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Joined: Mon Aug 30, 2010 9:42 am

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