4
people hold
this role
this role
Personal Assistant
On or off — the assistant has no separate create or delete
Personal Assistant
The assistant can only ever do what this role can do elsewhere — it reads the same permissions, so turning it on grants no extra access.
Modules
Click a column heading to tick or clear it down the grid
Module
View
Create
Edit
Delete
Other
CRM record types
Read from your live CRM Setup — 5 types
Record type
View
Create
Edit
Delete
All records
Record groups still apply. This grid says what the role may do; groups say which records it may do it to. Both must allow an action. Turning on All records for a type lifts the group limit for that type only — the person then sees every record of it, the way an Owner does.
This role currently grants nothing. Anyone holding it can sign in, change their own password, and see an empty portal. That is a valid role — but if it is not what you meant, tick something above.