Difference between revisions of "User Role"
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* '''Description''' - Narrative description of the role. | * '''Description''' - Narrative description of the role. | ||
* '''UTA Role Only''' - Role that is only relevant relative to records in a [[UTA|Universal Tracking Application™]]. See [[UTA Role]]s for more information. If selected, the role will not be able to be assigned to a contact's profile, but will be able to be selected as a role when a contact is assigned to a UTA record. | * '''UTA Role Only''' - Role that is only relevant relative to records in a [[UTA|Universal Tracking Application™]]. See [[UTA Role]]s for more information. If selected, the role will not be able to be assigned to a contact's profile, but will be able to be selected as a role when a contact is assigned to a UTA record. | ||
| − | * '''Portal Title''' - | + | * '''Portal Title''' - Title that will be displayed on the [[Creating a Role Based Portal|Role-Based Portal]] |
| − | * '''Requires Secure Token''' - | + | * '''Requires Secure Token''' - Sets an additional level of login security for users with this Role. See [[Two-Factor Authentication]] page for further information. |
| − | * '''Resume & Skills''' - | + | * '''Resume & Skills''' - Used in conjunction with the [[Applicant Tracking]] application. Displays the Skills and Resume tab on contact profiles possessing this Role. |
| − | * '''Role Formula''' - | + | * '''Role Formula''' - Sets a calculation that is performed whenever a contact record possessing this role is saved. See [[Role Formula]] for instructions. |
| − | * '''Enable Address Geocoding''' - | + | * '''Enable Address Geocoding''' - See [[Geocoding]] for instructions. |
| − | * '''Role Permissions''' - | + | * '''Role Permissions''' - A list of Roles that this Role has the permission to set. See [[Role Permissions]] page for further information. |
| − | * '''Current Users''' - | + | * '''Current Users''' - A list of contacts currently assigned this Role. This role can be added to or removed from users' profiles from this setting. |
When a user is added to a role, the role will be visible on the role list of that user's [[profile]].<br /> | When a user is added to a role, the role will be visible on the role list of that user's [[profile]].<br /> | ||
Revision as of 10:41, 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
The following buttons are displayed at the top of each Edit Roles page:
- Back - navigates the user back to the list of all User Roles
- New - opens a new Edit Roles page for the creation of a new User Role
- Menu - sets menu permissions for User Role. See Menus and Roles for further information.
- Portal - see Creating a Role Based Portal for detailed instructions.
- Custom Fields - see Role Based Custom Fields for detailed instructions.
- Reports - presents a list of reports in the system for which access can be granted to the selected Role. See Assigning Multiple Reports to a Role for further information.
The following settings are available on the Edit Roles page:
- Role Name - The unique name of the Role.
- Use admin menu -
- Description - Narrative description of the role.
- UTA Role Only - Role that is only relevant relative to records in a Universal Tracking Application™. See UTA Roles for more information. If selected, the role will not be able to be assigned to a contact's profile, but will be able to be selected as a role when a contact is assigned to a UTA record.
- Portal Title - Title that will be displayed on the Role-Based Portal
- Requires Secure Token - Sets an additional level of login security for users with this Role. See Two-Factor Authentication page for further information.
- Resume & Skills - Used in conjunction with the Applicant Tracking application. Displays the Skills and Resume tab on contact profiles possessing this Role.
- Role Formula - Sets a calculation that is performed whenever a contact record possessing this role is saved. See Role Formula for instructions.
- Enable Address Geocoding - See Geocoding for instructions.
- Role Permissions - A list of Roles that this Role has the permission to set. See Role Permissions page for further information.
- Current Users - A list of contacts currently assigned this Role. This role can be added to or removed from users' profiles from this setting.
When a user is added to a role, the role will be visible on the role list of that user's profile.
