Role configuration enables you to manage permissions for your Licence Users in your organisation.
The changes you make here will affect every Licence in that group.
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. | |
Select the Permission you wish to change in the Module and Feature Set. Green is active. NOTE: |
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: