Difference between revisions of "The Key Control Element – Roles"
From SmartWiki
Line 6: | Line 6: | ||
* [[Administration Interface|Administrative Interface]] Menu – the [[Menu|menu]] items displayed in the administrative interface are controlled by [[Role|role]]. | * [[Administration Interface|Administrative Interface]] Menu – the [[Menu|menu]] items displayed in the administrative interface are controlled by [[Role|role]]. | ||
* [[Portal]] Interface – you can create a specific portal view for people in a specific [[Role|role]]. This will override the display of the [[Administration Interface|administrative interface]]. | * [[Portal]] Interface – you can create a specific portal view for people in a specific [[Role|role]]. This will override the display of the [[Administration Interface|administrative interface]]. | ||
− | * | + | * [[Role Based Custom Fields|Field Data]] – you can gather different information for different roles through [[Role Based Custom Fields|role-specific custom fields]]. |
− | * | + | * [[Manager permissions]] – manager permissions in all [[Application|applications]] and key features are associated with specific [[Role|roles]]. |
− | * | + | * [[Role Permissions|Permission a role to set other roles]] – for example, a sales [[Role|role]] may be able to change a "suspect" role to a "prospect" role, but not to a "customer" or “employee” [[Role|role]]. |
* When you use the [[Associates]]/[[Associations]] feature to associate a contact with an organisation to which they are not a contact, you use a [[Role|role]] to show the relationship between the person and the organisation. | * When you use the [[Associates]]/[[Associations]] feature to associate a contact with an organisation to which they are not a contact, you use a [[Role|role]] to show the relationship between the person and the organisation. | ||
* Within the [[Universal Tracking Application|Universal Tracking Applications]], [[Role|roles]] are used to define a context specific role for a person. For example, a customer may be playing the role of project leader but only for a specific project. | * Within the [[Universal Tracking Application|Universal Tracking Applications]], [[Role|roles]] are used to define a context specific role for a person. For example, a customer may be playing the role of project leader but only for a specific project. |
Revision as of 11:00, 2 October 2013
Roles are a key feature of SmartSimple and control many important aspects of the system.
Generally, you will use role-based security for the majority of your configuration needs.
Roles control the following features:
- Administrative Interface Menu – the menu items displayed in the administrative interface are controlled by role.
- Portal Interface – you can create a specific portal view for people in a specific role. This will override the display of the administrative interface.
- Field Data – you can gather different information for different roles through role-specific custom fields.
- Manager permissions – manager permissions in all applications and key features are associated with specific roles.
- Permission a role to set other roles – for example, a sales role may be able to change a "suspect" role to a "prospect" role, but not to a "customer" or “employee” role.
- When you use the Associates/Associations feature to associate a contact with an organisation to which they are not a contact, you use a role to show the relationship between the person and the organisation.
- Within the Universal Tracking Applications, roles are used to define a context specific role for a person. For example, a customer may be playing the role of project leader but only for a specific project.
- Reference the role in a collaborative workflow step. For instance, you can specify that everyone with an “Executive” role needs to approve a document before distribution.
- Locate all the people in a specific role for activities such as email broadcasting.
Notes on Roles
Before you add many users to SmartSimple, it is important to define roles.
- You can define any number of roles.
- You can associate a single user with any number of roles.
- Only a Global User Administrator or a Local User Administrator can define roles.
- Once a role is created, the administrator associates users with that roles.
Always make sure the role is defined before you use the User Import Wizard.
The wizard provides a feature that allows you to select one or more roles for the users you are uploading.
The Everyone Role
There is one built-in role – the everyone role.