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There are only two fields that need to be defined for a role: the name of the [[Role|role]] and a narrative description.
1. Click the [[Configuration Menu|Configuration]], '''Roles & Permissions''' [[Menu|menu]].
The Roles & Permissions window is displayed.
2. Click the '''User Roles''' link.
The Roles window is displayed.
Each [[Role|role]] is displayed with a name, '''Edit''' button (to access the [[Role|role]] name, description, roles controlled by this role and [[Custom Fields|custom fields]]), description, [[Menu|menu]] button (to control the role menu items), portal indicator, [[Portal]] button (to create a portal view for this role) and a '''Reports''' button (to control the reports that are visible to this role).
3. Click the '''New Role''' tab.
'''Role Based – Resume & Skills Check Box'''
If you are using the [[Role|role]] to track people’s skills and resumes, you can enable the '''Skills & Resume''' check box.
Enabling this check box will display a '''Skills & Resume''' tab in the contact profile as shown below.
4. Create the following [[Role|role]]:
5. Click the '''Save''' button.
The complete [[Role|role]] window is displayed.
==Role Permissions==
You control which other [[Role|roles]] a [[User|user]] has permission to access, by associating a [[Role|role]] with a roles.
* For example, someone in a sales role may be able to create a customer (and associate the customer [[Role|role]]), but not another sales person.
* In this instance, if you wished for people in the employee [[Role|role]] to give other contacts the employee [[Role|role]]; you would click the check box next to the employee.
==Adding People to a Role==
There are two ways to add people to a [[Role|role]].
* Individually, by finding them in the [[Organisation Hierarchy|organisation hierarchy]] or people search window, and then setting the [[Role|role]] by using the Settings, '''Roles & Access''' [[Menu|menu]].
* In bulk, by finding people in the [[Role|role]] screen and assigning multiple people at the same time to the role by clicking the '''Add Users''' tab.
In this instance, you will set both users to the '''employee''' role.
1. Click the '''Add User''' tab.
As there are currently no [[User|users]] in any [[Role|role]], no users are displayed.
2. Change the [[Role]] to '''No Role Assigned'''.
All the [[User|users]] are displayed.
3. Click the '''check box''' next to '''each''' name.
4. Click the '''Add''' button.
5. Click the '''Close''' button.
All the [[User|users]] are added to the [[role|role]].
[[Category:System Management]][[Category:Security]][[Category:Roles]]
1. Click the [[Configuration Menu|Configuration]], '''Roles & Permissions''' [[Menu|menu]].
The Roles & Permissions window is displayed.
2. Click the '''User Roles''' link.
The Roles window is displayed.
Each [[Role|role]] is displayed with a name, '''Edit''' button (to access the [[Role|role]] name, description, roles controlled by this role and [[Custom Fields|custom fields]]), description, [[Menu|menu]] button (to control the role menu items), portal indicator, [[Portal]] button (to create a portal view for this role) and a '''Reports''' button (to control the reports that are visible to this role).
3. Click the '''New Role''' tab.
'''Role Based – Resume & Skills Check Box'''
If you are using the [[Role|role]] to track people’s skills and resumes, you can enable the '''Skills & Resume''' check box.
Enabling this check box will display a '''Skills & Resume''' tab in the contact profile as shown below.
4. Create the following [[Role|role]]:
5. Click the '''Save''' button.
The complete [[Role|role]] window is displayed.
==Role Permissions==
You control which other [[Role|roles]] a [[User|user]] has permission to access, by associating a [[Role|role]] with a roles.
* For example, someone in a sales role may be able to create a customer (and associate the customer [[Role|role]]), but not another sales person.
* In this instance, if you wished for people in the employee [[Role|role]] to give other contacts the employee [[Role|role]]; you would click the check box next to the employee.
==Adding People to a Role==
There are two ways to add people to a [[Role|role]].
* Individually, by finding them in the [[Organisation Hierarchy|organisation hierarchy]] or people search window, and then setting the [[Role|role]] by using the Settings, '''Roles & Access''' [[Menu|menu]].
* In bulk, by finding people in the [[Role|role]] screen and assigning multiple people at the same time to the role by clicking the '''Add Users''' tab.
In this instance, you will set both users to the '''employee''' role.
1. Click the '''Add User''' tab.
As there are currently no [[User|users]] in any [[Role|role]], no users are displayed.
2. Change the [[Role]] to '''No Role Assigned'''.
All the [[User|users]] are displayed.
3. Click the '''check box''' next to '''each''' name.
4. Click the '''Add''' button.
5. Click the '''Close''' button.
All the [[User|users]] are added to the [[role|role]].
[[Category:System Management]][[Category:Security]][[Category:Roles]]
