There are only two fields that need to be defined for a role: the name of the [[Role|role]] and a narrative description. 1. Click the [#REDIRECT [Configuration Menu|Configuration]], '''Roles & Permissions''' [[Menu|menu]]. The Roles & Permissions window is displayed. [[Image:RolesAndPermissionsPage.png|link=|600px]] 2. Click the '''User Roles''' link. The Roles window is displayed. [[Image:RolesPage.png|link=|600px]] Each [[Role|role]] is displayed with a name, '''Edit''' button (to access the [[Role|role]] name, description, roles controlled by this role and [[Custom Fields|custom fields]]), description, [[Menu|menu]] button (to control the role menu items), portal indicator, [[Portal]] button (to create a portal view for this role) and a '''Reports''' button (to control the reports that are visible to this role). 3. Click the '''New Role''' tab. [[Image:NewRolesPageBlank.png|link=|600px]] A blank "New Role" page will be displayed. 4. Create the following role: [[Image:ExampleEmployeeRole.png|link=|600px]] For detailed instructions on this page's settings, see [[User_Role#Role_Settings|User Role]]. 5. Click the '''Save''' button. The complete [[Role|role]] window is displayed. [[Image:EditRoleEmployee.png|link=|600px]] ==Role Permissions== You control which other [[Role|roles]] Creating a [[User|user]] has permission to access, by associating a [[Role|role]] with other roles.* For example, someone in a sales role may be able to create a customer (and associate the customer [[Role|role]]), but not another sales person.* In this instance, if you wished for people in the Employee [[Role|role]] to give other contacts the employee [[Role|role]]; you would click the check box next to the Employee role.* Typically, System Administrators are given rights to set all roles. :[[Image:AbleToSetSetting.png|link=|600px]] ==Adding People to a Role== There are two ways to add people to a [[Role|role]]. * Individually, by finding them in the [[Organisation Hierarchy|organisation hierarchy]] or people search window, and then setting the [[Role|role]] by using the Settings, '''Roles & Access''' [[Menu|menu]].* In bulk, by finding people in the [[Role|role]] screen and assigning multiple people at the same time to the role by clicking the '''Add Users''' tab. [[Image:Roles7.png]] In this instance, you will set both users to the '''employee''' role. 1. Click the '''Add User''' tab. [[Image:Roles8.png]] As there are currently no [[User|users]] in any [[Role|role]], no users are displayed. 2. Change the [[Role]] to '''No Role Assigned'''. All the [[User|users]] are displayed. [[Image:Roles9.png]] 3. Click the '''check box''' next to '''each''' name. 4. Click the '''Add''' button. 5. Click the '''Close''' button. All the [[User|users]] are added to the [[role|role]]. [[Image:Roles10.png]] ==See Also== * [[User Role]] [[Category:System Management]][[Category:Security]][[Category:Roles]]
