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Should I Assign 'View' or 'Manage' Access When Configuring a User Role?

Choose the right level of access for each user role. View lets users see an area without making changes, while Manage allows them to add, edit, and update settings and permissions within that area.

The difference between View and Manage in Org Roles is simple.
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  • View: See information in an area without being able to make changes.

  • Manage: Add, edit, and update settings, data, and permissions within an area.

  • Run: Generate and run reports in the respective area.
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