In This Article:

    Set Security Levels

    In This Article:

      1. Open the constituent record of the Salsa CRM user.
      2. Select the Access Control node from the Explorer.
      3. Place your cursor in the Security Level text box and type the appropriate numerical Security Level for the selected constituent.  Follow the guidelines preceding these directions when deciding on what Security Level to assign a constituent.
      4. Double click on each Available Role that you wish to assign to the selected constituent.
      5. Choose the Save button at the bottom of the screen.
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