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Creating a Role
You can create your own roles to meet specific requirements. To do this, you need to give your new role specific table and field level access to specific record types.
Example: Creating a Task Manager Role
  1. Click “Roles” on the left navigation.
  2. Click the “New” button.
  3. Enter the name “Task Manager” (this can be anything you want it to be).
  4. Click “Create.”
  5. Click the “Security Level” tab at the bottom of the form.
  6. Click the “New Security Level” button.
  7. Pick “Task” from the table selection
  8. Click “Create.”
  9. On the Table Access section check the Create, Read, Update checkboxes
  10. On the Field Access section find the row for Name and check the Read, and Update check boxes
  11. Click “Save.”
See Security Levels, Table Access, and Field Access sections for more details
Giving a User a Role
  1. Click “User Hierarchy.”
  2. Click “Users.”
  3. Find the user you want to give the role to.
  4. Scroll to the bottom of the form and find the “User Roles” section.
  5. Click “New User Roles.”
  6. In the “Role” field, select the role you want to give to the user.
  7. Click “Create.”
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