Which roles should I assign to my users so they fall into the following categories? — Cloud Customer Connect
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Which roles should I assign to my users so they fall into the following categories?

Which roles should I assign to my users so they fall into the following categories?

  • Coordinator: Can view all SRs, accounts, and contacts in read-only mode.
  • Manager: Can view and edit all SRs, accounts, and contacts.
  • Agent: Can view and edit only SRs and contacts that are part of their team.

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