Difference between revisions of "User Role"
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==Editing or Creating a Role== | ==Editing or Creating a Role== | ||
To edit a Role, take the following steps: | To edit a Role, take the following steps: | ||
| − | # Click on [[Roles & Permissions]] | + | # Click on [[Roles & Permissions]] (located on the [[Configuration Menu]] on the left-hand [[navigation]] bar) |
# Click on the hyperlink for User Roles | # Click on the hyperlink for User Roles | ||
# Click the ''Edit'' button next to the role you wish to edit, or click on the ''New'' button to create a new Role. | # Click the ''Edit'' button next to the role you wish to edit, or click on the ''New'' button to create a new Role. | ||
Revision as of 09:28, 2 October 2013
User Roles are defined in the system to categorize users and contacts and to provide the basis for setting role-based security permissions.
Editing or Creating a Role
To edit a Role, take the following steps:
- Click on Roles & Permissions (located on the Configuration Menu on the left-hand navigation bar)
- Click on the hyperlink for User Roles
- Click the Edit button next to the role you wish to edit, or click on the New button to create a new Role.
Role Settings
When a user is added to a role, the role will be visible on the role list of that user's profile.
