User Role

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:

1. Click on Roles & Permissions
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.