Changes

Jump to: navigation, search

User Role

1,177 bytes added, 20:19, 21 June 2019
no edit summary
|-
||'''Main'''
||This will display the main details associated with the specific role, including the '''General '''page of fields as well as the '''Permissions '''that you can set for this role.
|-
||'''Current Users'''
||This will display a list of current users associated with this role. From the current user tab, you are able to [[User Role#Remove or Add from Current Users|add or remove users]]. 
|-
||'''Custom Fields'''
||This will display a list of the [[Custom Fields]] associated with this role. You are able to add new custom fields by simply clicking the '''+ icon '''on the top of the list.
|-
||'''Portal'''
||
This will allow you to enable the [[Portals|portal]] associated with this specific role. You are able to activate the role-specific portal, set its priority, set its logo, and a template if necessary. 
 
If you enable the '''Portal '''option for this role, then a new '''Menu '''tab will display on the left hand side menu. 
 
|-
||'''Menu'''
||
This displays all the tools and features of the [[SmartSimple]] system that you can choose from to display for this role's [[Menu and Roles|menu]]. Simply select the items that you do not want to appear and click '''Save.'''
 
|-
||'''Shortcuts'''
|-
||'''Reports'''
||This will display a list of any [[Reports]] that the role is associated with. 
|-
||'''News Feed'''
||
|}
<br /><br />
 
==Remove or Add from Current Users==
You are also able to '''Add '''or '''Remove '''users in bulk when you access the '''Current Users '''section of the role's '''Edit Page, '''using the '''Add User '''button.
:: [[File:Add user to role.png|800px|border]]
 
4. Select all of the users that you would like to associate with this role.
:: [[File:Remove roles.png|350px|border]]
Click '''Yes '''when the confirmation message appears if you are certain that you want to remove the selected user(s) from the role.  
Click '''Yes '''when the confirmation message appears if you are certain that you want to remove the selected user(s) from the role.  
2,299
edits

Navigation menu