Changes

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'''

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==

* 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.

All the [[User|users]] are displayed.

3. Click the '''check box''' next to '''each''' name.

All the [[User|users]] are added to the [[role|role]].

[[Category:System Management]][[Category:Security]][[Category:Roles]]