User Role

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.

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 General tab of the Edit Roles page:

Role Name - The unique name of the Role.
Description - Narrative description of the role.
Role Formula - Sets a calculation that is performed whenever a contact record possessing this role is saved. See Role Formula for instructions.
Two Factor Authentication - enable Two Factor Authentication if required.
Enable Menu Icon - Displays a Menu Icon on the right of the screen for this 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.
Internal User Role Only - if set then this role can only be added to Internal users,

When a user is added to a role, the role will be visible on the role list of that user's profile.