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Smart CRM User Guide
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Set access for an individual user

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Change one person's access

  1. Sign in as an owner or admin and open Settings → System Settings → People.
  2. Find the team member and choose Change Access from their actions.
  3. Expand the relevant module and adjust the functions, actions, and record scopes available to that person. The dialog highlights changes from the role.
  4. Select Save and have the person check access in their account.

Return to the role defaults

Open Change Access, select Reset to role, then select Save. The person will use the permissions defined by their role again. To update everyone in that role, edit the role itself.