HomeCore SystemRubi User AccountsRubi User Account : Permissions

1.7. Rubi User Account : Permissions

Rubi Users can be assigned their own specific permissions in your RubiCRM system.

 

The left-hand column of checks indicates if a user has permission to "View" information in the area.

The right-hand column of checks indicates if a user has permission to "Edit" information in the area.

The green tick indicates that a user does have permission for the applicable action in the area.

To drill down further into available permissions click the text label for the item. Additional options will then be displayed.

 

To assign a Rubi User as a Rubi System Admin simply tick the Rubi System Admin permission as shown in the image above.

Please note that ticking the permission Own Records Only means that the user will only be able to view/open the records they have created.

 


 

Copying user permissions

RubiCRM allows you to copy the user permissions set for another user. This makes setting up new users a lot quicker!

On the "User Permissions" section of the Rubi User Account you want to set the permissions for clicking on the following icon.

 

You can then copy the permissions set for another Rubi User Account to your new Rubi User Account. Don't worry the permissions will stay the same for the user you are copying the permissions from.

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