User Role
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Revision as of 09:28, 2 October 2013 by Arthur Lathrop (talk | contribs) (→Editing or Creating a 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:
- 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
When a user is added to a role, the role will be visible on the role list of that user's profile.
