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Role Management

Roles define the functionality that users are allowed to access. You can assign one or more roles to an individual contact record, or to an access type to define function access for all of the access type's associated contacts.

Note: Contact role assignments take precedence over access type role assignments.

Depending on the role a user logs in with, a specific set of tabs, menus, and toolbar controls are presented in the Web Interface main window. For example, when you log in using an administrative role, the Web Interface displays the Administration tab, while role definitions for analysts and managers typically do not.

Users with multiple roles assigned can switch from one system view to another without having to log out and back in again.

More Information

Help Sets

Menu Bars

Menu Tree Resources

Menu Trees

Role List

Tabs

Web Forms