Difference between revisions of "User Role"

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(Editing a Role)
(Editing or Creating a Role)
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==Editing or Creating 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]] (located on the [[Configuration Menu]] on the left-hand [[navigation]] bar)
 
# Click on the hyperlink for User Roles
 
# 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.
 
# Click the ''Edit'' button next to the role you wish to edit, or click on the ''New'' button to create a new Role.

Revision as of 09:28, 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.

UserRole.png


Editing or Creating a Role

To edit a Role, take the following steps:

  1. Click on Roles & Permissions (located on the Configuration Menu on the left-hand navigation bar)
  2. Click on the hyperlink for User Roles
  3. 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.
RoleOnProfile.png