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 (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

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.

When a user is added to a role, the role will be visible on the role list of that user's profile.