How can I create/edit a user Role?

You can create new user role directly within the "Administration".

Create a New User Role

  1. Click on the “User” and select “Administration” from drop down menu.
  2. Click on "Users & Roles".
  3. Click on "User Roles" and click "Create" button.
  4. Configure your user role according to your preferences and click “Save”.
    Note: You may also create a new User Role by COPYING existing user role. You may do so by clicking on the icon represented by two sheets. This comes in handy when you want to create a similar user role with only small differences.




Entities

Within this section you may allow users access per entry type - separately for Accounts, Contacts, Leads and Opportunities

Hierarchical Units Access Level


Only owned records User has access only when he is an owner
Only assigned units User can search and browse entries where he is Owner, Editor or Watcher
Assigned and parent units User has full access to entries within his sales units and units above his.
Assigned units and subunits User has full access to entries within his sales units and units below his.
Assigned units, parent and subunits User has full access to entries within his sales units and units above and below his.
All units User has full access to entries within all sales units

Access Rights

Read only access to records User is allowed only to read the entries based on the Hierarchical Units Access Level
Write Access where where Editor rights are granted User may edit entries where he is Owner or Editor
Write Access where where Editor or Manager rights are granted User has full access to entries within his sales units and units above his.
Write access to records. User has rights to edit all the entries to which he has access based on Hierarchical Units Access Level.
At the bottom of the Entities section you may also allow users access to the Pipeline step documents either for all Pipelines or just for selected

Features

Within this section you may set the access to specific features of Pipeliner for the User Role. Below this section in the Features you may set the

 

Administration


Within this section you may set the access to the backend Administration section

 

 

 

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