Creating roles

  1. From the menu bar, select Admin > Manage Roles.
  2. Click New.
  3. On the Main tab, specify this information:
    Name
    Specify a name for the role.
    Description
    Optionally, provide a description for the role.
  4. Select a classification of the role from the list.
  5. Select the Partner check box if the role is applicable to partner users of the application.
  6. On the Permissions tab, specify the permission level for the role for each entity.

    See User permissions.

    Modules are filtered for partner users. Click the Filtered for Partners icon to see the list.

    See Modules that are filtered for partner users.

  7. On the Views tab, select the layout for each module view. Optionally, filter modules by selecting entities from the list.
  8. Click Save.