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Only available with the Administration User Licence
Role Configuration enables you to
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Manage permissions for your Licence Users in your organisation
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The changes you make here will affect every Licence in that group.
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e.g If you change permissions for a Professional licence it updates every Professional Licence.
Select the Licence you wish to configure from the dropdown menu.
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Handover enables the Professional User to send Leads to the Parent organization.
Cross-silo enables the Professional User to send Leads to a Child organization.
Watch the video tutorial here:
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