Page Comparison

Overview

Roles groups define the specific screen permissions that are applicable for specific roles or activities (sales, finance, admins, etc.). One or more role groups are configured on roles to grant the role the permissions it requires (e.g. a role might require both sales and finance role group permissions to perform the role's function).

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The information in this panel reflects the currently selected role group. From here you can change role group details (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modified).

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This tab indicates what roles are configured to use the selected role group.

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Adding Role Groups

1. Under the Role Groups heading on the left click the  icon

2. Under the Add Role Group heading on the right specify the role group name

3. On the Permissions tab you can control menu level permissions by clicking on the bar next to the menu name. You will be able to configure 'No Permission', 'Read Only', 'Full Permission' and 'Unrestricted'

4. To control permissions at a screen level set the higher level menu permission to 'Unrestricted' and select a screen beneath the higher level menu item. From here check or uncheck the Read, Update, Create or Delete permissions as needed

5. Click Save when you have finished configuring permissions for the role group

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Editing Role Groups

1. Under the Role Groups heading on the left click the role group you wish to edit

2. Under the Edit Role Group heading on the right modify the role group name if desired

3. On the Permissions tab enable or disable the desired permissions

4. Click Save when you have finished making changes

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Deleting Role Groups

1. Under the Role Groups heading on the left select the role group you wish to delete

2. Under the same Role Groups heading click the  icon

3. On the confirmation dialog that appears select Yes