Recommended User Security Roles
Protecting your company’s data is extremely important to both your company and to us! So we recommend that you grant your OrangeCRM users ONLY the level of access that their work function requires.
You may be wondering which roles or permissions are appropriate for different types of users. Although the decision is ultimately up to your company’s OrangeCRM administrator, we have compiled a list of recommended security roles for each user level, to give you an idea of which permissions typically work well together. This list can be found on pages 11 and 12 of our CSR Trainer’s Manual, which is available for download at help.orangecrm.com.
Please keep in mind that these are just suggestions, and only your OrangeCRM administrator can decide which permissions should be assigned to each individual user. If you have any questions, please contact our support line at 770-227-0036.