In the left sidebar, you will see the link “Settings”. Click the link.

The third link in the dropdown list is “Roles”. Click the link.

Five distinct roles or user types already exist in the system:

Administrator: If you click the edit button, the administrator has all permissions ticked. Ticking all of the boxes gives access to all of the functions in the CRM.

Editor: If you want to remove some privileges for an editor, uncheck the boxes.

Seller: You may not want to give sellers access at all. If you’re going to remove some privileges for a seller, uncheck the boxes. You will almost certainly want to remove anything admin or access to leads and contacts.

Agent: The default settings should be suitable for agents; however, you can add or remove privileges as you see fit.

User: You may not want to give users access at all. If you’re going to remove some privileges for a seller, uncheck the boxes. You will almost certainly want to remove anything admin or access to leads and contacts.