This guide will walk you through the process of restoring a user's privileges to their default settings, based on their assigned role within Dazos CRM. This procedure is useful for troubleshooting permission-related issues where a user may have had their privileges inadvertently altered, preventing them from performing specific actions.
1. Access Your CRM Instance
Navigate to your specific CRM login page and enter your credentials to access it.
2. Navigate to Settings
After logging in, locate and click on the "Settings" option.
This option is usually found in the main navigation panel on the left side of your CRM.
3. Access Manage Users
In the Settings menu, click on "Manage Users"
This section gives you complete control over the Users Management
4. Confirm the User account
Search for the user account that you need to verify and confirm the role type
5. Access "Roles"
6. Access the Role assigned to the User
7. Select "assign privileges directly to the role"
8. Confirm the Privileges checklist
If needed, add or remove the necessary privileges based on the role
Then click "Save"
After completing these instructions, the user's privileges will be correctly aligned with their role's default settings, resolving any issues caused by incorrect permissions. If the user still experiences problems, the issue may be related to another system setting or a bug.
We hope this guide has provided a clear and seamless process for restoring User Privileges Based on Role
If you encounter any issues during this process or have further questions regarding our CRM management, our support team is ready to help.
Please don't hesitate to reach out to us for personalized guidance.
Support email: [email protected]