5 Using Total Enterprise CRM > 5.8 System administration > How to work with Admin?

These are defined sets of privileges. A security role specifies how different types of records can be accessed by one category of users. Roles are a way to limit what a user group can view and functions they can perform.

The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system.

To control data access and protect sensitive data, you have to set up security roles, for this purpose, you can modify any existing role, create some new security roles, or change which security roles are assigned to each user/employee.

You can create a new role or edit any existing role by following these easy steps:

Step 1: Select 'All Roles'

On ribbon, click the "Admin" tab.

Under Users group, select "All Roles".

Note:

To edit any existing role, double-click that role from grid under "All Roles" command and then move to Step-2

Step 2: Select 'New'

Right click anywhere inside this window and from drop down menu, select "New"

Note:

You can also create a new role either by right-clicking on the role's grid and choosing "New" or by double clicking anywhere on blank area. You can also choose "New" command on quick-access toolbar.

Step 3: Fill the Form

Here you can enter name, description, permissions etc. for this new role.

Note:

The fields marked with red star (*) at right end, indicate that these are required-fields while any other field can be left blank.

Step 4: Click 'Save & Close'

When you have finished to enter all the desired info, to save this data, choose any one option on ribbon:

Save and Close: saves everything you have entered so far and closes the form

Save and New: saves everything you have entered so far and reopens a blank form for another entry.