Difference between revisions of "User Role"
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* '''Back''' - navigates the user back to the list of all User Roles | * '''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 | * '''New''' - opens a new Edit Roles page for the creation of a new User Role | ||
| − | * '''Menu''' - sets menu permissions for User Role. See | + | * '''Menu''' - sets menu permissions for User Role. See [[Menus and Roles]] for further information. |
| − | * '''Portal''' | + | * '''Portal''' - see [[Creating a Role Based Portal]] for detailed instructions. |
| − | * '''Custom Fields''' | + | * '''Custom Fields''' - see [[Role Based Custom Fields]] for detailed instructions. |
| − | * '''Reports''' | + | * '''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]].<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 10:40, 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.
When a user is added to a role, the role will be visible on the role list of that user's profile.
