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=Overview= User Roles are a key feature of [[SmartSimple]]: they are defined in the system by [[Global User Administrator|System AdministratorAdministrators]]s to categorize [[user]]s and [[contactUser|users]]s and to provide the basis for setting [[Role Based Security|]] permissions. The majority of your configuration needs will be using '''role-based securitysettings. ''' Roles can control the following features: * The [[Administration Interface]] menu - the menu items displayed in the administrative interface are controlled by the user role. Some users will see different menu items than other users, depending on their allocated role. * [[Portal]] Interface - you can create a specific portal view for people in a specific role, overriding the display of the administrative interface.* [[Role Based Custom Fields]] - you can gather different information for different roles through role-specific custom fields. * Manager Permissions - manager permissions in all applications and key features are associated with specific roles. These '''Manager '''permissionswill give them higher levels of access and functionality to that feature than other user roles. * [[Role Permissions]] - permission a role to be able to set other roles. For example, a sales role may be able to change a '''Suspect '''role to a '''Prospect '''role, but not a '''Customer '''or '''Employee '''role. * [[Importing Organizations or Contacts Association|Associations]] - When you use the [[Associations]] feature to associate a contact with an organization to which they are not a contact, you use a '''role '''to show the relationship between the organization and the person. * Within {{UTA}}s, 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.* [[Workflows Overview]] - you are able to reference the role in a collaborative workflow step; for instance, you can specify that everyone with the '''Executive '''Role would need to approve a document before the system can forward its distribution.
[[Image:User_Roles.png|link=|750 px]]
==Editing or Creating a Role==
To edit a Role, take the following steps:
# Click on [[Roles & Permissions|Roles and Security]] (located on the [[Configuration Menu]] on the left-hand navigation bar)
# Click on the hyperlink for User Roles
* '''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]].
: [[Image:RoleOnProfile.png|link=|750px]]
==See Also==
* [[Creating User Roles]]
[[Category:Roles]]
