Roles and Permissions

Roles determine what Config Admin users can configure within Autologyx, while Permission Sets determine which records, tasks and other resources users can access.

This section explains how to create and manage Roles, how different permission models work together, and how changes to Roles affect users across the platform.

Create and manage Roles

Create a Role

Learn how to create a new Role and configure permissions for System Configuration and Administration.

• How do I create a Role?

Edit a Role

Understand what happens when Role permissions are changed and how those changes affect users immediately.

• What happens if I edit a Role?

Understanding permissions

Overview of user permissions

See how Account Types, Roles, Object Class Permission Sets, Record Permission Sets and User Group Permission Sets work together to control access throughout the platform.

• Overview of User Permissions

Why users need Roles

Learn when Roles should be used, what they control, and how they differ from Permission Sets.

• Why do Users need Roles?

Things to remember

1. Roles are assigned only to Config Admin users.
2. Roles control access to Administration and System Configuration—they do not grant access to business records.
3. Access to records, tasks and Object Classes is managed separately using Permission Sets.
4. Users can have multiple Roles. Where permissions overlap, the most permissive permissions are applied.

Autologyx Classification: Unrestricted, Public