Smartstaff
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→Role Settings
[[Image:EditRoleButtonsNoHeader.png|link=]]<br />
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
The following settings are available on the General tab of the ''Edit Roles'' page:
* '''Role Name''' - The unique name of the Role.* '''Caption '''- The name of the role as it appears throughout the system. If you prefer to change the name of a role, changing the caption will accommodate this.
* '''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. *'''Internal User Role Only''' - if set then this role can only be added to Internal users,
:When a user is added to a role, the role will be visible on the role list of that user's [[profile]].<br />:[[Image:RoleOnProfile.png|link=|750px]]
==See Also==
