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Info

Role Groups are configured in Setup / Users & Accounts / Users / Role Groups

Overview

Roles groups define the specific screen permissions that are applicable for specific roles or activities (sales, finance, admins, etc.). One or more role groups are configured on roles to grant the role the permissions it requires (e.g. a role might require both sales and finance role group permissions to perform the role's function).

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The information in this panel reflects the currently selected role group. From here you can change role group details (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modified).

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