Why do Users need Roles?
Roles are given to Users with the Config admin account type. These are Users who will log in to carry out system configuration and maintenance.
A User's role determines their permissions in relation to certain areas under System Configuration, for example whether they can create Task templates or delete Sequences.
It also determines which areas under Administration they can access, for example whether they can create an Authentication object, edit the Company details or delete Single sign-on settings.
It is likely that these Users will have additional Permission sets (Object class, Record and User Group) which relate to their work with Records in specific object classes. Find out more information about creating Permissions.
Roles list
The Roles list includes column headers which provide information about which User created the Role and when.
These are not the default setting, but can easily be added with the Column configuration button. Your settings will persist after logging out and back in.
Managing roles
With the appropriate permissions, Users can create, edit or delete roles from this page.
Find out more about creating a Role.
Find out more about the common features and functions of the list pages in your system.
Find out more about using the list page filter editor.
Useful info
- The system limit for number of Roles allowed is 1,000.