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The Key Control Element – Roles

36 bytes added, 15:00, 2 October 2013
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* [[Administration Interface|Administrative Interface]] Menu – the [[Menu|menu]] items displayed in the administrative interface are controlled by [[Role|role]].
* [[Portal]] Interface – you can create a specific portal view for people in a specific [[Role|role]]. This will override the display of the [[Administration Interface|administrative interface]].
* '''[[Role Based Custom Fields|Field Data''' ]] – you can gather different information for different roles through [[Role Based Custom Fields|role-specific custom fields]].* '''[[Manager permissions''' ]] – manager permissions in all [[Application|applications]] and key features are associated with specific [[Role|roles]].* '''[[Role Permissions|Permission a role to set other roles''' ]] – for example, a sales [[Role|role]] may be able to change a "suspect" role to a "prospect" role, but not to a "customer" or “employee” [[Role|role]].
* When you use the [[Associates]]/[[Associations]] feature to associate a contact with an organisation to which they are not a contact, you use a [[Role|role]] to show the relationship between the person and the organisation.
* Within the [[Universal Tracking Application|Universal Tracking Applications]], [[Role|roles]] are used to define a context specific role for a person. For example, a customer may be playing the role of project leader but only for a specific project.
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