Difference between revisions of "User Role"
From SmartWiki
(→Role Settings) |
|||
| Line 19: | Line 19: | ||
* '''Custom Fields''' - see [[Role Based Custom Fields]] for detailed instructions. | * '''Custom Fields''' - see [[Role Based Custom Fields]] for detailed instructions. | ||
* '''Reports''' - presents a list of [[reports]] in the system for which access can be granted to the selected Role. See [[Assigning Multiple Reports to a Role]] for further information. | * '''Reports''' - presents a list of [[reports]] in the system for which access can be granted to the selected Role. See [[Assigning Multiple Reports to a Role]] for further information. | ||
| + | |||
| + | The following settings are available on the ''Edit Roles'' page: | ||
| + | * '''Role Name''' - | ||
| + | * '''Use admin menu''' - | ||
| + | * '''Description''' - | ||
| + | * '''UTA Role Only''' - | ||
| + | * '''Portal Title''' - | ||
| + | * '''Requires Secure Token''' - | ||
| + | * '''Resume & Skills''' - | ||
| + | * '''Role Formula''' - | ||
| + | * '''Enable Address Geocoding''' - | ||
| + | * '''Role Permissions''' - | ||
When a user is added to a role, the role will be visible on the role list of that user's [[profile]].<br /> | When a user is added to a role, the role will be visible on the role list of that user's [[profile]].<br /> | ||
Revision as of 10:42, 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 (located on the Configuration Menu on the left-hand navigation bar)
- 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
The following buttons are displayed at the top of each Edit Roles page:
- Back - navigates the user back to the list of all User Roles
- New - opens a new Edit Roles page for the creation of a new User Role
- Menu - sets menu permissions for User Role. See Menus and Roles for further information.
- Portal - see Creating a Role Based Portal for detailed instructions.
- Custom Fields - see Role Based Custom Fields for detailed instructions.
- Reports - presents a list of reports in the system for which access can be granted to the selected Role. See Assigning Multiple Reports to a Role for further information.
The following settings are available on the Edit Roles page:
- Role Name -
- Use admin menu -
- Description -
- UTA Role Only -
- Portal Title -
- Requires Secure Token -
- Resume & Skills -
- Role Formula -
- Enable Address Geocoding -
- Role Permissions -
When a user is added to a role, the role will be visible on the role list of that user's profile.
