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Frequently Asked Questions
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Users and Permissions
Category: Users and Permissions
How to Mass reassign contacts?
How do I create a sharing rule?
How can I make make records public (shared) between certain users, roles or groups? What are sharing rules?
How do I create new Roles?
What are Roles?
How do I create a custom profile?
How do I create a user? How do I assign permissions to a user?
How do I make all records public or private between all users? What are Sharing Settings used for?
What are profiles?