To assign an existing role to an employee in 2020 Manager
Click on Settings .
Click on Roles and Permissions.
To remove all role management functionality from the CRM > Employees
To reapply, click on Settings > Roles & Permissions
- Add Employee.
- Edit Employee.
Note: You should still not be allowed to delete a role that is currently assigned to one or more employees.Assigning Roles
- In the Roles tab:
- Click on the Create role button.
- Add, Delete, Edit (Name), and Duplicate options against each role.
1. Click on Settings.
2. Click on Roles & Permissions.
3. Click on the Employees tab.To add a new Employee
Click on Settings and in the sub-menu click on the Add Employee button.Click HERE to learn more about permissions.
To reapply this to Administration > Roles & Permissions as follows:
In the Roles tab:
Add a "Create role" button.
Add, Delete, Edit (Name), and Duplicate options against each role.
The functional properties behind these should remain the same as they were in their previous location.
For example, you should still not be allowed to delete a role that is currently assigned to one or more employees.
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