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Create roles and assign people

How-to5 minFoundation

Before you start

A role is a group of people who share one permission profilePermission profileDefines which apps a role can open, which modules and what actions, field access and record rules.Open glossary ↗. Create a role for each job, such as “Procurement buyer”, then add the people who do it.

The Roles Manager page with a search box, a New Role button, three counters and a grid of role cards that show a profile name and the number of users assigned.
    Search roles, or click + New Role.
    The counters show Total Roles, Users Assigned (of total) and Roles With No Members.
    Each card shows the role name, its permission profile and how many users are assigned. Click a card to open it.

Create a role

Section titled “Create a role”
  1. Open Account settings › Users & Security and choose Roles.
  2. Click + New Role. Role Management opens.
  3. Under Role Configuration, type a Role Name, for example Procurement buyer. Choose a clear, descriptive name.
  4. Type a Description so others know when to use it.
  5. Pick the Permission Profile. Its permissions apply to every assigned user.
  6. Under Assign Users, move people from the left list to the right list.
  7. Click Save Changes.

Beezr returns you to the roles list with the new card.

Change or delete a role

Section titled “Change or delete a role”

Click a role card to edit its name, profile or members, then Save Changes. To remove a role, click the bin icon on its card and confirm.

People get a profile’s changes the next time they sign in.

Check yourself

Three buyers need the same access. What is the least work?
Show the answer

Create one role with one profile and assign all three buyers. A role is a group of users who share a permission profile. Changing the profile changes it for all of them.

A role card shows General. What does that mean?
Show the answer

The role has no permission profile yet. General is shown when the role has no permission profile.

What's next

Permission profilesA guided look at the permission profile page, where you choose the apps a group can open and what it can do in each module.Build the org chartArrange your roles in a hierarchy so Team records can show managers the records their teams created.

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