bahri pakyuz

Roles best practice?

Discussion created by bahri pakyuz on Jan 4, 2019
Latest reply on Jan 6, 2019 by Bud Hartley

Hey guys,

 

I am working setting up the roles permissions for teams on my companies new CRM account. I wanted to know if anyone has any best practice advice for setting this up?

 

i.e is it ever advisable to leave fields at the default value or should every cell be changed with a specific permission?

 

Any other tips?

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