User Role
Revision as of 09:45, 2 October 2013 by Arthur Lathrop (talk | contribs)
Revision as of 09:45, 2 October 2013 by Arthur Lathrop (talk | contribs)
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
- Portal
- Custom Fields
- Reports
When a user is added to a role, the role will be visible on the role list of that user's profile.