Difference between revisions of "User Role"
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| − | ==Editing a Role== | + | ==Editing or Creating a Role== |
To edit a Role, take the following steps: | To edit a Role, take the following steps: | ||
# Click on [[Roles & Permissions]] | # Click on [[Roles & Permissions]] | ||
| − | + | # 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== | ==Role Settings== | ||
Revision as of 09:27, 2 October 2013
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
- 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
When a user is added to a role, the role will be visible on the role list of that user's profile.
