Overview
Adjusting role permissions allows you to control what users can view, create, or modify within the platform, ensuring data security and appropriate access across your organization.
Before You Begin
• Admin access to Dazos CRM
• Knowledge of which roles need to be adjusted (e.g., Sales, Admissions, Billing)
• Understanding of the permissions you want to grant or restrict.
Steps
This guide walks you through the steps to edit role privileges in Dazos CRM, allowing you to control what users can view or modify within the platform.
1. Navigate to Your Dazos Instance
Open your organization’s Dazos CRM URL and log in to your account.
2. Click “Settings”
Located in the left-hand navigation menu.
3. Click “CRM Settings”
This section contains all configuration tools for roles and permissions.
4. Click “User Management”
Navigate to manage roles, users, and permissions.
5. Click “Roles”
View and manage different user roles in your organization.
6. Select the Role You Wish to Modify
Click on the role name to view its permissions.
7. Click “Edit Privileges of This Profile”
Modify the access permissions for the selected role. This allows you to grant customers the ability to view, create, edit, and delete records across any object in the CRM.
8. Click “Save”
Save all changes made to the role’s permissions.
Verification / Expected Result
• The selected role reflects updated privileges.
• Users assigned to the role will have new permissions applied immediately.
Troubleshooting / Common Errors
• Can’t edit privileges: Ensure you are logged in as an admin.
• Changes not saving: Check for required fields or unsaved modifications.
• Permissions not applying to users: Confirm the users are assigned to the correct role