Editing Roles (CLTX802)

To edit existing Roles, 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 edit an existing role, click on the role within the list

5.1                  Modify the Name in the Role Name box, if desired

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

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

5.5                  Once all desired changes are made, click Save

Article Reference: CLTX802