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#REDIRECT [[Role|Roles]] are a key feature of [[SmartSimple]] and control many important aspects of the system. Generally, you will use [[Role Based Security|role-based security]] for the majority of your configuration needs. [[Role|Roles]] control the following features:* [[Administration Interface|Administrative Interface]] Menu – the [[Menu|menu]] items displayed in the administrative interface are controlled by [[Role|role]].* [[Portal]] Interface – you can create a specific portal view for people in a specific [[Role|role]]. This will override the display of the [[Administration Interface|administrative interface]].* '''Field Data''' – you can gather different information for different roles through role specific custom fields.* '''Manager permissions''' – manager permissions in all [[Application|applications]] and key features are associated with specific [[Role|roles]].* '''Permission a role to set other roles''' – for example, a sales [[Role|role]] may be able to change a "suspect" role to a "prospect" role, but not to a "customer" or “employee” [[Role|role]].* When you use the [[Associates]]/[[Associations]] feature to associate a contact with an organisation to which they are not a contact, you use a [[Role|role]] to show the relationship between the person and the organisation.* Within the [[Universal Tracking Application|Universal Tracking Applications]], [[Role|roles]] are used to define a context specific role for a person. For example, a customer may be playing the role of project leader but only for a specific project.* Reference the [[Role|role]] in a collaborative [[Workflow|workflow]] step. For instance, you can specify that everyone with an “Executive” [[Role|role]] needs to approve a document before distribution.* Locate all the people in a specific [[Role|role]] for activities such as email broadcasting. ==Notes on Roles== Before you add many [[User|users]] to [[SmartSimple]], it is important to define [[Role|roles]].* You can define any number of [[Role|roles]].* You can associate a single [[User|user]] with any number of [[Role|roles]].* Only a {{GUA}} or a {{LUA}} can define [[Role|roles]].* Once a [[Role|role]] is created, the administrator associates users with that [[Role|roles]]. Always make sure the role is defined before you use the '''User Import Wizard'''. The wizard provides a feature that allows you to select one or more roles for the users you are uploading. ==The Everyone Role== There is one built-in role – the '''everyone''' role.* Every contact will be a member of the everyone [[Role|role]], regardless of the other roles you may give them.* You can set a [[Menu|menu]] for the '''Everyone''' role but unlike other roles you cannot create a [[Portal|portal]] for everyone or provide access to reports to the '''Everyone''' role. [[Category:Roles]][[Category:Security]][[Category:System Management]]