User Role

User Roles are defined in the system by System Administrators 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.

For detailed instructions on creating a role, see the Creating User Roles page.

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.

The following settings are available on the Edit Roles page:

• Role Name - The unique name of the Role.
• Use admin menu - Displays the Administration Interface menu for this Role.
• Description - Narrative description of the role.
• UTA Role Only - Role that is only relevant relative to records in a Universal Tracking Application™. See UTA Roles for more information. If selected, the role will not be able to be assigned to a contact's profile, but will be able to be selected as a role when a contact is assigned to a UTA record.
• Portal Title - Title that will be displayed on the Role-Based Portal.
• Requires Secure Token - Sets an additional level of login security for users with this Role. See Two-Factor Authentication page for further information.
• Resume & Skills - Used in conjunction with the Applicant Tracking application. Displays the Skills and Resume tab on contact profiles possessing this Role.
• Role Formula - Sets a calculation that is performed whenever a contact record possessing this role is saved. See Role Formula for instructions.
• Enable Address Geocoding - See Geocoding for instructions.
• Role Permissions - A list of Roles that this Role has the permission to set. See Role Permissions page for further information.
• Current Users - A list of contacts currently assigned this Role. This role can be added to or removed from users' profiles from this setting.

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