Roles

Designer > Roles

Roles are categories of users. Permissions can be assigned to a role. Then, as individual users move into and out of those roles, they acquire or drop the associated permissions.

About Roles

Your organization will be more effective when your users can get the information they need, when they need it. Sales representatives use data differently than marketing managers, VPs, CEOs or the folks in accounting. For example, a sales rep making cold calls needs a telesales application with activity logging capability, while a senior manager presenting to staffers may need structured, summary reports to manage overall business goals.

In an organization, employees have authority over information in different areas - they play different roles in each situation. In the platform, parallel roles can be defined to automatically manage access to that data. The information each employee needs to perform a task becomes available, and can be shared with a team of employees.

When role based access permissions are defined, users get streamlined views and reports, access to process-based workflow and the ability to complete their work online, in one place, with no extraneous information to distract from their flow. Roles are intended to control access, but they also add needed structure.

Roles, Users, and Teams

• Each User in an application is assigned one or more Roles.
• Users select which Role is active, at any given time.
• Users can have different active roles in different browser windows.

Considerations

Each role can include a combination of any of the following permissions:

• Create or Delete records for each Object in the application
• Update, Delete or View records owned by other Team members

Learn More

• Default Roles
• User, Team and Role Guidelines

Role Based Access Permissions