What are Roles?

Roles enable you to set up an organization-wide hierarchy. Users at a higher hierarchy can view, edit, and report on all data owned by or shared with users below them in the hierarchy, unless Group Rights specify otherwise. This ensures that managers can view and edit the same records as their employees. A user can only belong to one role.

In this example, let’s imagine all the below users belong to one group with the Module Permissions of the group all set to ‘Not Set – Ad-hoc / Owner’:

Executive: Jason and Sally are able to view their individual records, as well as the records of Sam, Katie, Jill, Jim, John, and Mary.

Manager – East: Katie and Jill are able to view their individual records, as well as the records of Jim and John.

Manager – West: Sam can view his own records, as well records for Mary.

Associate: Jim and John can only view their own records.

Assistant: Mary can only view her own records.




To create a new role:

1. Click on the Admin link.
2. Go to Roles.
3. From the Roles menu, select Create Role.
4. Enter the Role name, populate a Parent role (if applicable) and click Save.

To add a user to a role:

1. Click on the Admin link.
2. Go to Users.
3. Click on the User you wish to add and click Edit.
4. Populate the Role field and click Save.