Roles control access to features and capabilities of the system: not all users can create, read, update, and delete records and tables.

A license is required to assign a role to a user.

Create a role

Role required: security_admin.

To create a role, follow the steps below:

  1. Navigate to User Administration → Roles.
  2. Click New and fill in the form.
  3. Click Save or Save and exit to apply the changes.

Role form fields

FieldMandatoryDescription
NameYEnter a name of the role.
Elevated PrivilegeN

Select this checkbox to make this role available for an elevation in the user menu.

DescriptionNType a brief description of this role.

Configure roles

If you need a specific role to have access to objects that other roles have access to, create the record in the Role Contains (sys_role_contains) table.

  1. Navigate to the role record that you need.
  2. In the Related Lists area, open the Role Contains tab. 
  3. Click New and fill in the fields.
  4. Click Save or Save and exit to apply the changes.

Role Contains form fields 

FieldMandatoryDescription
RoleYSpecify a role that you need to be extended.
ContainsY

Specify a role that will be an extension.

As a result, the role has its settings with the settings of the other role it contains. See the Role Structure article to learn more about role authorities and responsibilities. 

You can also configure the "out-of-box" roles and the access they have by:

  • creating ACL rules. They allow or restrict access to specific objects and operations.
  • creating user criteria that define access conditions to specific objects, content items and categories.
  • setting the access to the portal or the agent interface within the portal context.
  • creating business rules to control updates, insertions, and deletion of records.