Roles

Now that the  sharing settings are configured, roles have to be created to define the hierarchy

• How To Create Roles

• Go to : Main Menu > General > Access Control >> Roles menu  and click  Add Role button to create a new role.

• Let’s create the role for a Sales Manager (team leader). Enter the role Name into the right field. As we want the  Sales Manager to be the highest in our hierarchy we will leave the  Parent field empty. Optionally you can fill the description field. Click on Save to confirm.

• After the Sales Manager role is created, you can create the role for a Sales Representative. The Sales Manager is higher in the hierarchy tree, and has to be selected in the Parent field.

• How to use the Roles

• Go to : Main menu > Access Control > User > Find your role and click to open or create a New Role 

• When selecting the User Role, then click Save to save the data.