EditPurpose
Create roles that are used to set up user access privileges.
EditLocations Used
Users, Groups, Contacts
EditOverview
As administrator, you can define roles that users of SalesdeskSuite can be assigned to in order to restrict them from performing certain tasks.
EditView Roles
To view a list of roles currently defined in SalesdeskSuite, make the menu selection
Control Panel⇒Roles from the main menu bar.
 Roles |
To view information regarding a specific role, click on a role on the list. The Role Details page will appear with details regarding that role. Refer to the section on "Add a New Role" for an explanation of each field displayed on that page.
EditAdd A New Role
To add a new role to SalesdeskSuite, click on the
ADD NEW ENTRY button on the Roles page.
 Roles |
All fields marked with an asterisk “*” are required. In other words you cannot save or update any changes you make to the information unless all required fields have valid values.
1. Name* - Enter a name for the role that you are creating, such as "Administrator".
2. Role Type - Select a type of role from the pull-down menu.
3. Description - Provide a brief description for the role.
4. Click on the SAVE button to save your changes. Click on the CANCEL button to discard your changes.
EditEdit an Existing Role
1. On the Roles page, click on the name of the role that you wish to edit.
2. The Role Details page will appear. Make the desired changes.
3. Click on the SAVE button to save your changes. Click on the CANCEL button to discard your changes.
EditDelete an Existing Role
1. On the Roles page, click on the name of the role that you wish to delete.
2. The Role Details page will appear. Click on the DELETE button at the bottom of the page.
3. You will be asked to confirm this action. Click on OK.
4. The role will be deleted from the SalesdeskSuite database. Its name will no longer be displayed on the Roles page.