Managing Roles

Managing Roles

Create Roles

By default, the CEO and Manager roles are enabled for your Client management system paid account. In addition, you can create different types of roles for users based on their position in your organization hierarchy and the type of your  Client management system Edition.

Note

  • A user with an Administrator profile will have access to all the data irrespective of the role assigned to the user.

To create new roles

  1. Click Setup > Users & Permissions > Roles.
  2. In the Roles page, click New Role.
  3. In the New Role page, do the following:
    • Enter the Role Name. Do not add a role with the same name.
    • Select the immediate superior's role from the Reports To lookup.
      If you do not select the superior's role, the new role will be created under the CEO role.
    • Select the Share Data with Peers check box if you would like to enable access rights to peers.
    • Specify the Description for the role.
  4. Click Save.

Assign Roles to the Users

After creating roles, you can assign them to the users in your organization. A user with an Administrator profile will have access to all the data irrespective of the role assigned to the user.

To assign roles to the users

  1. Click Setup > Users & Permissions > Users.
  2. In the Users page, click the <User Name>.
  3. In the User Details page, click Edit.
  4. Select the specific Role from the lookup box.
  5. Click Save.

Edit Roles


To edit a Role

  1. Click Setup > Users & Permissions > Roles.
  2. In the Roles List, click the Role name.
  3. In the Role Details page, click Edit.
  4. In the Edit Role page, update the new properties for the role.
  5. Click Save.

Delete Roles

You cannot delete the existing roles without transferring the users to a new role.

To delete a Role

  1. Click Setup > Users & Permissions > Roles.
  2. In the Roles page, click the Role name.
  3. In the Role Details page, click Delete.
  4. In the Delete Role page, click on an existing Role to transfer the child-roles to the selected role.
  5. Click Transfer & Delete.
    Now the role and child-roles are transferred to the new role and a different organization hierarchy is created.  

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