Tip #78: Business Owner CEO Business Manager

The CEO Business Manager security role in the CRM has broad rights, almost as much as the System Administrator Role. No matter how forcefully you are told, don’t give this role to the owner of the business who is probably also paying the bills. Why? Because most likely, this person is the one that was too busy to attend the user training they had you give to their employees.

Without the proper perspective and insight it can do a lot of damage. If you must, copy it and then remove all the Delete rights.

CEO Business Manager Security Role

CEO Business Manager Security Role

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