Role Permissions

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Role Permissions are defined when editing a role. For example, a sales role may be able to change a "suspect" role to a "prospect" role, but not to a "customer" or "employee" role.

UserRoles.png

In the example above, the Manager role (the role being edited) will only be able to grant the roles that have been checked off under Role Permissions to a contact in the system. Note that the Manager is not able to grant others the Manager role.

Typically, System Administrators are given rights to set all roles.

Roles View Restrictions

When you view someone's profile in a business card section you will be to see only roles you are Able To Set. For example if you are looking at user who has roles Applicant and Researcher but you can set only Researcher you will see only Role: Researcher on their business card.

BusinessCardRoles.png



See Also