{"id":230,"date":"2018-11-22T09:53:08","date_gmt":"2018-11-22T09:53:08","guid":{"rendered":"https:\/\/docs.xfinitysoft.app\/scripts\/xfinity-crm\/?p=230"},"modified":"2018-11-22T09:53:08","modified_gmt":"2018-11-22T09:53:08","slug":"roles","status":"publish","type":"post","link":"https:\/\/docs.xfinitysoft.app\/scripts\/xfinity-crm\/roles\/","title":{"rendered":"Roles"},"content":{"rendered":"

List all Roles<\/h2>\n

In order to view all roles. Just go to Settings > Roles<\/strong>. A table will be shown to list all roles in CRM.<\/p>\n

\"\"<\/a><\/p>\n

Create New Role<\/h2>\n

In order to create new role. Just go to Settings > Roles ><\/strong> Click “New<\/strong>” button. A form will be visible, put role name and assign permissions to this role and click on Add<\/strong> button to add new Role.<\/p>\n

\"\"<\/a><\/p>\n

Edit Specific Role<\/h2>\n

In order to edit and update existing role. Just go to Settings > Roles ><\/strong> Click “Edit<\/strong>” button right side of the role. A form will be visible with existing values, do you modifications and click on Add<\/strong> button to update Role.<\/p>\n

\"\"<\/a><\/p>\n

Delete Role<\/h2>\n

In order to delete role. Just go to Settings > Roles ><\/strong> Click “Delete<\/strong>” button right side of the role. A popup will be shown, and click on Ok<\/strong> button to delete Role.<\/p>\n

\"\"<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

List all Roles In order to view all roles. Just go to Settings > Roles. A table will be shown to list all roles in CRM. Create New Role In order to create new role. Just go to Settings > Roles > Click “New” button. A form will be visible, put role name and assign […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[32,30],"tags":[],"class_list":["post-230","post","type-post","status-publish","format-standard","hentry","category-roles","category-settings"],"yoast_head":"\nRoles - Upping Crm<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.xfinitysoft.app\/scripts\/xfinity-crm\/roles\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Roles - Upping Crm\" \/>\n<meta property=\"og:description\" content=\"List all Roles In order to view all roles. Just go to Settings > Roles. A table will be shown to list all roles in CRM. 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