Creating Roles (CLTX801)

To create a new Role, follow these steps:

Step 1            Log into CRM

Step 2            On the landing page, click on Administration from the main menu

Step 3            Hover over Permissions

Step 4            Click on the Roles sub-category

Step 5            To add a new role, click the green Add New button

5.1                  Type a Name into the New Role name box

5.2                  Place a check mark next to each item to enable one or all of the following actions:

• • • • • • View
          • Edit
          • Create
          • Delete
          • Setting

Note: Hovering the mouse over each group header will provide a description for the items contained within the group to assist in making the best permission assignment decision.

5.3                  To select all permissions within a group, place a check mark in the Select All box

Step 6            To copy the permissions from another role, click the drop-down arrow in Choose Role box

6.1                  Click the desired role from the list

6.2                  Click the Apply button

6.3                  Click Yes in the confirmation message

Step 7            To disable a permission, uncheck any boxes that contain a check mark

Step 8            Once all desired selections are made, click Save

Article Reference: CLTX801