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To find out more about Roles and their configuration, head to Create a User Role & Add Roles to the role hierarchy
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Roles
My Supports Roles closely resemble the Organisational hierarchy but are primarily used to determine Record-level access based on Territory (Geographic location)a range of criteria.
Roles have been can be set up, particularly access to Client Records, to be controlled by ownership (NTLRecord Owner) unless otherwise specified in a Sharing Rule. When specified in the hierarchy, Users will have access to all records that are owned by their subordinates according to the hierarchy.
Roles include
Tier One - System Wide | Tier Two - Management |
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