|
|
| (32 intermediate revisions by 2 users not shown) |
| Line 1: |
Line 1: |
| − | There are only two fields that need to be defined for a role: the name of the [[Role|role]] and a narrative description.
| + | #REDIRECT [[User Role#Creating a Role]] |
| − | | |
| − | 1. Click the [[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]]
| |
| − |
| |
| − | '''Role Based – Resume & Skills Check Box'''
| |
| − | | |
| − | If you are using the [[Role|role]] to track people’s skills and resumes, you can enable the '''Skills & Resume''' check box.
| |
| − | | |
| − | Enabling this check box will display a '''Skills & Resume''' tab in the contact profile as shown below.
| |
| − | | |
| − | [[Image:Roles4.png]]
| |
| − |
| |
| − | 4. Create the following [[Role|role]]:
| |
| − | | |
| − | [[Image:Roles5.png]]
| |
| − |
| |
| − | 5. Click the '''Save''' button.
| |
| − | | |
| − | The complete [[Role|role]] window is displayed.
| |
| − | | |
| − | [[Image:Roles6.png]]
| |
| − |
| |
| − | ==Role Permissions==
| |
| − | | |
| − | You control which other [[Role|roles]] a [[User|user]] has permission to access, by associating a [[Role|role]] with a 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.
| |
| − | | |
| − | ==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]]
| |
| − | | |
| − | [[Category:System Management]][[Category:Security]][[Category:Roles]]
| |
