Managing Roles › Role-Based Security › Role Records

Role Records

You can assign roles to an access type, or directly to a user contact record. If a role assignment conflict occurs, the contact role assignments take precedence.

Each role record must be configured with the following components:

• One form group
• One user interface type
• Function access settings
• One or more tabs
• One help set

The following optional components can also contribute to each role definition:

• Menu trees
• Scoreboards
• Menu bars
• Toolbars
• One data partition
• Knowledge Management access
• Support Automation access levels
• Report web forms
• Go resources

More information:

Assign an Access Level to a Role