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* [[Role Permissions]] - permission a role to be able to set other roles. For example, a sales role may be able to change a '''Suspect '''role to a '''Prospect '''role, but not a '''Customer '''or '''Employee '''role.
* [[Importing Organizations or Contacts Association|Associations]] - When you use the [[Associations]] feature to associate a contact with an organization to which they are not a contact, you use a '''role '''to show the relationship between the organization and the person.
* Within {{UTA}}s, 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.Even more commonly, a '''Staff '''Role might have administrative permissions to a specific {{UTA}} only. See [[UTA role]] for more information about roles that are permissioned for UTA-only.
* [[Workflows Overview]] - you are able to reference the role in a collaborative workflow step; for instance, you can specify that everyone with the '''Executive '''Role would need to approve a document before the system can forward its distribution.
* You can define any number of roles.
* You can associate a single user with any number of roles.
* Only It is recommended for security reasons that only a [[Global User Administrator|System Administrator]] can define roles.
* Once a role is created, the administrator associates users with those roles.
===The Everyone Role===
A single, important, built-in role is the '''Everyone '''role. Every contact will be a member of the '''Everyone '''role regardless of the other roles that are created and assigned to them. You are able to set a menu for the '''Everyone '''role, but unlike the other roles, you cannot create a [[Portals|portal]] for everyone, or provide access to [[Reports|reports]] to the '''Everyone '''role.
* Leaving permissions blank anywhere (''excluding ''the [[Security Matrix]] will presume '''View '''and '''Edit '''access for everyone, provided there is no [[Status Lock]] in place).
* If there are [[Status Lock]]s in place, the default for any user would be '''View '''access, unless they have '''Override Lock '''enabled (e.g. the [[Global User Administrator|System Administrator]]).
=Configuration - Essentials=
When a user is added to a role, the role will be visible on the role list of that user's [[profile]].
: [[Image:RoleOnProfileRoleimage1.pngJPG|link=800px|750pxborder]]
==Permissioning Roles==
:: [[File:New role permissions.png|600px|border]]
|-
||'''Able to Set '''
||This controls the roles that a user can add or remove when configuring other users. Typically, only [[Global User Administrator|System AdministratprsAdministrators]]are given rights to set all roles.
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||'''Able to Activate'''
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||'''Main'''
||This will display the main details associated with the specific role, including the '''General '''page of fields as well as the '''Permissions '''that you can set for this role.
|-
||'''Current Users'''
||This will display a list of current users associated with this role. From the current user tab, you are able to [[User Role#Remove or Add from Current Users|add or remove users]].
|-
||'''Custom Fields'''
||This will display a list of the [[Custom Fields]] associated with this role. You are able to add new custom fields by simply clicking the '''+ icon '''on the top of the list.
|-
||'''Portal'''
||
This will allow you to enable the [[Portals|portal]] associated with this specific role. You are able to activate the role-specific portal, set its priority, set its logo, and a template if necessary.
If you enable the '''Portal '''option for this role, then a new '''Menu '''tab will display on the left hand side menu.
|-
||'''PortalMenu'''
||
This displays all the tools and features of the [[SmartSimple]] system that you can choose from to display for this role's [[Menu and Roles|menu]]. Simply select the items that you do not want to appear and click '''Save.'''
|-
||'''Shortcuts'''
||Shortcuts can be configured depending by role either by as a Common Shortcut (for all roles) or on individual basis (for specific roles). For more information, see [[Portals#Shortcuts|Shortcuts]].
|-
||'''Reports'''
||This will display a list of any [[Reports]] that the role is associated with.
|-
||'''News Feed'''
||News feed refers to any transactions or information pulled from integrations - for example, through OFAC check, [[Transactions]], and more. For more information, see [[:Category:Integrations|Category: Integrations]].
|}
==Remove or Add from Current Users==
You are also able to '''Add '''or '''Remove '''users in bulk when you access the '''Current Users '''section of the role's '''Edit Page, '''using the '''Add User '''button.
:: [[File:Add user to role.png|800px|border]]
4. Select all of the users that you would like to associate with this role.
:: [[File:Remove roles.png|350px|border]]
Click '''Yes '''when the confirmation message appears if you are certain that you want to remove the selected user(s) from the role.
=See Also=
* [[Creating User ]]* [[Rolesand Security Settings]]* [[Security Matrix]]
[[Category:Roles]]
