Difference between revisions of "User Role"
From SmartWiki
| Line 8: | Line 8: | ||
==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]] (located on the [[Configuration Menu]] on the left-hand navigation bar) | + | # Click on [[Roles & Permissions|Roles and Security]] (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 13:06, 13 July 2017
User Roles are defined in the system by System Administrators 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 and Security (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.
For detailed instructions on creating a role, see the Creating User Roles page.
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 - Displays the Administration Interface menu for this Role.
- 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.
- 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.
