Administration › Security and Role Management › Contacts › Create a Contact › Contact Tabs › Assign Roles to a Contact

Assign Roles to a Contact

Assigning roles to a contact limits the contact's access to functional areas based on the definition of the role they are using. For example, assigning the Customer Service Representative role to a contact allows the contact to access all functionality related to managing customer issues. Assigning the Knowledge Administrator role allows the contact to access all functionality related to configuring and monitoring the knowledge management process.

To assign roles to a contact

1. Select the Roles tab on the Contact Detail page.

   The Role List appears.

2. Click Update Roles.

   The Roles Search page appears.

3. Enter the search criteria to display the roles and click Search.

   The Roles Assigned Update page displays, listing the roles that matched the search criteria.

4. From the list on the left, select the roles you want to assign to this contact. To select multiple items, hold down the CTRL key while clicking the left mouse button.
5. When you have selected all the roles you want, click .

   The selected roles move to the Roles Assigned list on the right.

6. Click OK.

   The Contact Detail page appears.

7. Click Save.

   The Contact Detail page displays the selected roles listed on the Roles tab.

8. Select the role you want to be the default for this contact when they log in, and then click Set Default Role.

   Note: The contact role default takes precedence over the default role defined on Access Type pages.