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User Role

186 bytes added, 16:37, 27 February 2023
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A single, important, built-in role is the '''Everyone '''role. Every contact will be a member of the '''Everyone '''role regardless of the other roles that are created and assigned to them. You are able to set a menu for the '''Everyone '''role, but unlike the other roles, you cannot create a [[Portals|portal]] for everyone, or provide access to [[Reports|reports]] to the '''Everyone '''role. 
* Leaving permissions blank anywhere (''excluding ''the [[Security Matrix]] will presume '''View '''and '''Edit '''access for everyone, provided there is no [[Status Lock]] in place).
* If there are [[Status Lock]]s in place, the default for any user would be '''View '''access, unless they have '''Override Lock '''enabled (e.g. the [[Global User Administrator|System Administrator]]). 
When a user is added to a role, the role will be visible on the role list of that user's [[profile]].
: [[Image:RoleOnProfileRoleimage1.pngJPG|link=800px|750pxborder]]
==Permissioning Roles==
:: [[File:New role permissions.png|600px|border]]
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||News feed refers to any transactions or information pulled from integrations - for example, through OFAC check, [[Transactions]], and more. For more information, see [[:Category:Integrations|Category: Integrations]]. 
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==Remove or Add from Current Users==