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How-to

Users

A user is a person who can sign in to this tenant.

Sidebar, Administration, then Users.

Invite or open a user, and assign roles. The user is the login. The person is the contact record. They can be the same human and still two different objects: one signs in, one is Alex Chen on a company.

Removing a role removes what they can open. It does not delete the deals they worked on.