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Roles Setup

Roles Permissions users

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#1 Jon



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Posted 18 March 2014 - 03:59 AM

Hello Everyone:

I am new to Zurmo and trying to implement it for our organization.  We have a network of independent manufacturers representatives that I will need to isolate the records for by organization. (Like territory managers).  I have followed the tutorial on roles here:


I have tried to create users in separate roles and under the same role but records seem to be completely editable by all users.  This doesn't seem to follow the logic laid out in the tutorial.  Am I missing something?


I am running Zurmo version 2.6.5



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