|
|
| (19 intermediate revisions by one other user not shown) |
| Line 1: |
Line 1: |
| − | There are only two fields that need to be defined for a role: the name of the [[Role|role]] and a narrative description.
| + | #REDIRECT [[User Role#Creating a Role]] |
| − | | |
| − | 1. Click the [[Configuration Menu|Configuration]], '''Roles & Permissions''' [[Menu|menu]].
| |
| − | | |
| − | The Roles & Permissions window is displayed.
| |
| − | | |
| − | [[Image:RolesAndPermissionsPage.png|link=|600px]]
| |
| − |
| |
| − | 2. Click the '''User Roles''' link.
| |
| − | | |
| − | The Roles window is displayed.
| |
| − | | |
| − | [[Image:RolesPage.png|link=|600px]]
| |
| − |
| |
| − | Each [[Role|role]] is displayed with a name, '''Edit''' button (to access the [[Role|role]] name, description, portal settings, role menu settings, and [[Custom Fields|custom fields]]), general description and a flag to indicate if a portal has been configured.
| |
| − | | |
| − | 3. Click the '''New Role''' tab.
| |
| − | | |
| − | [[Image:NewRolesPageBlank.png|link=|600px]]
| |
| − |
| |
| − | A blank "New Role" page will be displayed.
| |
| − | | |
| − | 4. Create the following role:
| |
| − | | |
| − | [[Image:ExampleEmployeeRole.png|link=|600px]]
| |
| − |
| |
| − | For detailed instructions on this page's settings, see [[User_Role#Role_Settings|User Role]].
| |
| − | | |
| − | 5. Click the '''Save''' button.
| |
| − | | |
| − | The complete [[Role|role]] window is displayed.
| |
| − | | |
| − | [[Image:EditRoleEmployee.png|link=|600px]]
| |
| − |
| |
| − | ==[[:Template:Role Permissions]]==
| |
| − | | |
| − | You control which other [[Role|roles]] a [[User|user]] has permission to access, by associating a [[Role|role]] with other roles.
| |
| − | * For example, someone in a sales role may be able to create a customer (and associate the customer [[Role|role]]), but not another sales person.
| |
| − | * In this instance, if you wished for people in the Employee [[Role|role]] to give other contacts the employee [[Role|role]]; you would click the check box next to the Employee role.
| |
| − | * Typically, System Administrators are given rights to set all roles.
| |
| − | | |
| − | :[[Image:AbleToSetSetting.png|link=|600px]]
| |
| − | | |
| − | ==Adding People to a Role==
| |
| − | | |
| − | There are two ways to add people to a [[Role|role]].
| |
| − | | |
| − | * Individually, by finding them in the [[Organisation Hierarchy|organisation hierarchy]] or people search window, and then setting the [[Role|role]] by using the Settings, '''Roles & Access''' [[Menu|menu]].
| |
| − | * In bulk, by finding people in the [[Role|role]] screen and assigning multiple people at the same time to the role by clicking the '''Add Users''' tab.
| |
| − | | |
| − | [[Image:Roles7.png]]
| |
| − |
| |
| − | In this instance, you will set both users to the '''employee''' role.
| |
| − | | |
| − | 1. Click the '''Add User''' tab.
| |
| − | | |
| − | [[Image:Roles8.png]]
| |
| − |
| |
| − | As there are currently no [[User|users]] in any [[Role|role]], no users are displayed.
| |
| − | | |
| − | 2. Change the [[Role]] to '''No Role Assigned'''.
| |
| − | | |
| − | All the [[User|users]] are displayed.
| |
| − | | |
| − | [[Image:Roles9.png]]
| |
| − |
| |
| − | 3. Click the '''check box''' next to '''each''' name.
| |
| − | | |
| − | 4. Click the '''Add''' button.
| |
| − | | |
| − | 5. Click the '''Close''' button.
| |
| − | | |
| − | All the [[User|users]] are added to the [[role|role]].
| |
| − | | |
| − | [[Image:Roles10.png]]
| |
| − | | |
| − | ==See Also==
| |
| − | | |
| − | * [[User Role]]
| |
| − | | |
| − | [[Category:System Management]][[Category:Security]][[Category:Roles]]
| |
