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→Role Settings
* '''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 General tab of the ''Edit Roles'' page:
* '''Role Name''' - The unique name of the Role.
* '''Description''' - Narrative description of the role.
* '''Role Formula''' - Sets a calculation that is performed whenever a contact record possessing this role is saved. See [[Role Formula]] for instructions.
* '''Two Factor Authentication''' - enable Two Factor Authentication if required.
* '''Enable Menu Icon''' - Displays a Menu Icon on the right of the screen for this Role.
* '''UTA Role Only''' - Role that is only relevant relative to records in a [[UTA|Universal Tracking Application™]]. See [[UTA Role]]s 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 [[Creating a Role Based Portal|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 [[Internal User Role Formula]] for instructions.<!--* '''Enable Address GeocodingOnly''' - See [[Geocoding]] for instructions.-->* '''Role Permissions''' - A list of Roles that this Role has the permission to if set. See [[Role Permissions]] page for further information. * '''Current Users''' - A list of contacts currently assigned then this Role. This role can only be added to or removed from Internal 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]].<br />
