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User Roles

  • member

  • user

  • roles

  • dropdowns

Adding A Member To A Gold-Vision Item

For any item you have the option to create a Team and allocate roles for your team members, these can be set up in Drop Downs within the Settings area, under Member Roles.

Within an Account record, using Add Members within the Actions menu, you can select a role and a user.

To view a list of Members, they first need to be added to the item in the Screen Designer area of Settings. Add a new List Section and choose Members.