{"id":77313,"date":"2025-08-27T09:16:33","date_gmt":"2025-08-27T09:16:33","guid":{"rendered":"https:\/\/www.awardspace.com\/?p=77313"},"modified":"2025-08-27T09:16:33","modified_gmt":"2025-08-27T09:16:33","slug":"how-to-set-up-user-roles-in-vtiger","status":"publish","type":"post","link":"https:\/\/www.awardspace.com\/kb\/how-to-set-up-user-roles-in-vtiger\/","title":{"rendered":"How to Set Up User Roles in Vtiger"},"content":{"rendered":"<p>User roles in Vtiger are an important feature that enables you to control access and determine how your team members interact with the system. By tweaking user roles, you can set up permissions, control access levels, and make sure that sensitive business information is only available to the right employees.<\/p>\n<p>In this guide, we share how to set up user roles in Vtiger in a few simple steps.<\/p>\n<p>&nbsp;<\/p>\n<h2>Why are User Roles Important<\/h2>\n<p>User roles in Vtiger are important, as they determine the hierarchy of access and responsibilities of each of your team members. This is important, as having such a definition and structure helps with maintaining any data secure by restricting access to different people, improving efficiency as each team member can see their exact level in the hierarchy and professional responsibilities, and you can simplify the entire managerial process via a clear and easy-to-follow structure.<\/p>\n<p>Read also: <a href=\"\/kb\/how-to-log-in-to-vtiger\/\" target=\"_blank\" rel=\"noopener\">How to Install Extensions on Vtiger<\/a><\/p>\n<p>&nbsp;<\/p>\n<h2>How to Set Up User Roles in Vtiger<\/h2>\n<p>The process is simple and comprises only a few steps.<\/p>\n<p>First, you need to <a href=\"\/kb\/how-to-log-in-to-vtiger\/\" target=\"_blank\" rel=\"noopener\">log in to Vtiger<\/a>.<\/p>\n<p>Once logged in, click the sandwich menu icon at the top left of the screen:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-77318\" src=\"https:\/\/www.awardspace.com\/wp-content\/uploads\/2025\/08\/1-how-to-set-up-roles-in-vtiger-menu-dashboard.gif\" alt=\"Access the Vtiger menu in the dashboard\" width=\"956\" height=\"313\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>Once you click the sandwich icon, head to <strong>Settings -&gt; Manage Users<\/strong>:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-77319\" src=\"https:\/\/www.awardspace.com\/wp-content\/uploads\/2025\/08\/2-how-to-set-up-roles-in-vtiger-manage-users-option-menu.gif\" alt=\"Head to the Users Options in Vtiger\" width=\"941\" height=\"748\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>Once there, you will see a full list of all your registered team members. However, before setting up anything, click on <strong>Roles<\/strong> via the left sidebar and have a look at the visual representation of roles and how they are related to each other:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-77320\" src=\"https:\/\/www.awardspace.com\/wp-content\/uploads\/2025\/08\/3-how-to-set-up-roles-in-vtiger-roles-distribution.gif\" alt=\"Vtiger roles hierarchy\" width=\"819\" height=\"641\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>In Vtiger, the role with the highest authority and the highest number of permissions is the CEO (aka Admin). All other roles are subsidiary to the CEO&#8217;s role and can have access restrictions determined by the user with the Admin role. This hierarchy helps your organization in two main ways:<\/p>\n<ul>\n<li>Higher roles can access records and can give or take permissions to their subsidiary roles.<\/li>\n<li>Lower roles have restricted access to data and can&#8217;t interfere with higher roles.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h3>How to Set Up a User Role<\/h3>\n<p>Now that you understand the basic hierarchy of roles in Vtiger, it is time to set up a role and then assign it to a user of your project.<\/p>\n<p>For this, while in the <strong>User Management<\/strong> page, head to <strong>Profiles<\/strong> via the sidebar on the left of the page:<\/p>\n<p>You have two options: to create a new role and set up permissions, or you can select a pre-defined role and change its permissions.<\/p>\n<p><strong>To set up a new role<\/strong> in Vtiger, while on the <strong>Profiles<\/strong> page, head to the <strong>Add Profile<\/strong> button at the top right of the screen:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-77321\" src=\"https:\/\/www.awardspace.com\/wp-content\/uploads\/2025\/08\/4-how-to-set-up-roles-in-vtiger-available-profiles.gif\" alt=\"Set up roles in Vtiger\" width=\"1000\" height=\"587\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>A new page should open. Once it does, you can add a profile name (a role name), description, and select which modules and extensions can be accessed via this role. To grant access to different fields, simply add a tick to the module in the <strong>Modules<\/strong> box:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-77322\" src=\"https:\/\/www.awardspace.com\/wp-content\/uploads\/2025\/08\/5-how-to-set-up-roles-in-vtiger-add-profile.gif\" alt=\"Add a role profile in Vtiger\" width=\"1000\" height=\"172\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>Now, you have set up a new custom role that you can assign to your team members.<\/p>\n<p><strong>To modify a pre-existing role<\/strong>, via the <strong>Profiles<\/strong> tab, head to the list of roles and click the three dots at the left of each role&#8217;s name:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-77324\" src=\"https:\/\/www.awardspace.com\/wp-content\/uploads\/2025\/08\/7-how-to-set-up-roles-in-vtiger-profiles-setup.gif\" alt=\"Select a role to modify\" width=\"1000\" height=\"548\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>A new page will open. It is similar to the one in which you create a new role &#8211; from here, you can change the role&#8217;s name, description, and change access permissions. Make your changes and click the green <strong>Save<\/strong> button once you are ready with the changes:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-77323\" src=\"https:\/\/www.awardspace.com\/wp-content\/uploads\/2025\/08\/6-how-to-set-up-roles-in-vtiger-set-profile-permissions.gif\" alt=\"Set permissions\" width=\"1000\" height=\"575\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>Now you have managed to set up a role in Vtiger. The next step in the process is to assign this role to a team member.<\/p>\n<p>&nbsp;<\/p>\n<h3>How to Assign a Role<\/h3>\n<p>While within the <strong>User Management<\/strong> tab, head to <strong>Users\u00a0<\/strong>via the sidebar on the left of the page:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-77326\" src=\"https:\/\/www.awardspace.com\/wp-content\/uploads\/2025\/08\/9-how-to-set-up-roles-in-vtiger-find-users.gif\" alt=\"Head to the Users tab\" width=\"1000\" height=\"179\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>Once there, click the three dots on the left of each user icon and select <strong>Edit<\/strong>:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-77327\" src=\"https:\/\/www.awardspace.com\/wp-content\/uploads\/2025\/08\/10-how-to-set-up-roles-in-vtiger-edit-user-settings.gif\" alt=\"Edit user settings\" width=\"517\" height=\"240\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>Then, from the <strong>Role<\/strong> field, select the type of role you wish to assign to this account:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-77328\" src=\"https:\/\/www.awardspace.com\/wp-content\/uploads\/2025\/08\/11-how-to-set-up-roles-in-vtiger-role-setup.gif\" alt=\"Change user roles\" width=\"1000\" height=\"390\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>Once you select a role, hit the <strong>Save<\/strong> button at the bottom of the page, so Vtiger applies the changes you just made:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-77329\" src=\"https:\/\/www.awardspace.com\/wp-content\/uploads\/2025\/08\/12-how-to-set-up-roles-in-vtiger-save-changes.gif\" alt=\"Click the save button, so Vtiger applies and saves your changes\" width=\"1000\" height=\"559\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>Now you have managed to set up a role in Vtiger.<\/p>\n<p>&nbsp;<\/p>\n<h2>Conclusion<\/h2>\n<p>Setting up roles in Vtiger is important for securing your business data and streamlining all online operations. By defining responsibilities and permissions via the Roles options, you create a clear hierarchy where your team members know their scope of access and responsibilities.<\/p>\n<p>Whether you choose to create custom roles or use the predefined ones, Vtiger provides you with the versatility to set up the platform just the way it fits your organisation&#8217;s structure and business goals.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>User roles in Vtiger are an important feature that enables you to control access and determine how your team members interact with the system. By tweaking user roles, you can set up permissions, control access levels, and make sure that sensitive business information is only available to the right employees. In this guide, we share [&hellip;]<\/p>\n","protected":false},"author":16,"featured_media":77333,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[245],"tags":[],"class_list":["post-77313","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-vtiger"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Set Up User Roles in Vtiger - AwardSpace.com<\/title>\n<meta name=\"description\" content=\"Read how to set up user roles in Vtiger and set a clear hierarchy, so you streamline all your online business processes within one platform.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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