Roles Form

Use the Roles form to establish security rights for each role. These rights determine a role's access to the modules, tabs, templates, reports, and records in Ajera CRM. Security rights are in many cases hierarchical, meaning that you make a basic choice, then further refine that choice.

Related topics:

  • Display the Roles Form
    You display the Roles form in Security Configuration.
  • Customize the Grid View for the Roles Form
    When you choose the List View to display your role records, you see multiple records, arranged in a grid. You can customize the columns that display in the grid.
  • Toolbar of Roles Form
    Use the toolbar on the Roles form to create and modify security roles.
  • General Tab of Roles
    Use the General tab to enter a role's profile information, including the name and type of role, and to select Ajera CRM module options.
  • Access Rights Tab of Roles
    The Access Rights tab controls a role's access to many different Ajera CRM functions and types of data, including access to specific tabs, lookups, and reports.
  • Record Access Tab of Roles
    Use the Record Access tab to determine a role's access rights to specific menus and records in Ajera CRM. For example, a project manager needs full access to records in the Project Info Center, but a project consultant only needs read access to these records.