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Version: 8.1

Functional roles

Functional roles reflect employee job titles, e. g., "Sales associates".

To manage functional roles, click btn_system_designer.png → Functional roles.

The Functional roles section contains the structure of functional roles (represented in the form of a folder tree) and the information about each functional role.

note

By default, only system administrators have access to this section. Users need to have permission to the "Manage user list" ("CanManageUsers" code) system operation to work with this section.

Use functional roles to set up identical access permissions for all employees with certain job positions, regardless of the company division. For example, you can create a functional role for managers in both main and regional offices. To do this:

  1. Create a functional role. Read more >>>
  2. Connect the functional role to needed organizational roles. Read more >>>
  3. Configure access permissions for a functional role. Learn more about access permissions in separate articles: Object operation permissions, Record permissions, Column permissions, System operation permissions

Add a functional role​

To create a functional role:

  1. Click btn_system_designer00001.png → Functional roles.

  2. Click Add. Specify the name of the role in the window that opens.

    note

    The name of a functional role must be unique.

  3. Click Save.

  4. Click btn_marketing_plans_detail_menu.png → Update roles for changes to take effect (Fig. 1).

    Fig. 1 Adding a functional role
    Fig. 1 Adding a functional role

As a result, Creatio will add a new functional role.

Connect functional and organizational roles​

A functional role can be connected to one or more organizational roles. For example, you can connect the "Managers" functional role to the "Main office. Managers group" and "Regional office. Managers group" organizational roles.

To connect a functional role to an organizational role:

  1. Click btn_system_designer00002.png → Functional roles.

  2. Select the corresponding functional role in the list of functional roles. This opens the functional role page on the right.

  3. Click btn_com_add_tab.png on the Organizational roles tab and add organizational roles to include the functional role. For example, connect the "Managers" functional role to the "Main office. Managers group" and "Regional office. Managers group" organizational roles.

  4. Click btn_marketing_plans_detail_menu00003.png → Update roles for changes to take effect (Fig. 2).

    Fig. 2 Connecting functional and organizational roles
    Fig. 2 Connecting functional and organizational roles

As a result, the "Managers" functional role will be connected to the "Main office. Managers group" and "Regional office. Managers group" organizational roles. This will grant all permissions of the "Managers" functional role to the users included in the "Main office. Managers group" and "Regional office. Managers group" organizational roles.

Add users to a functional role​

You can add users to the functional role in any of the following ways:

Important

You can import LDAP users only if the LDAP user integration has been set up. Learn more in a separate article: Set up LDAP synchronization.

To add users to a functional role:

  1. Click btn_system_designer00004.png → Functional roles.

  2. Select the corresponding organization and/or division in the list of functional roles.

  3. Take the following steps on the Users tab:

    1. Click btn_com_add_tab00005.png and select Add existing to add an existing user. Select the corresponding user in the pop-up window (Fig. 3).

    2. Click btn_com_add_tab00006.png and select Add new to add a new user assigned to this role. You will need to fill out the new user page.

      Fig. 3 Adding existing users to a functional role
      Fig. 3 Adding existing users to a functional role

As a result, Creatio will add new or existing users to a functional role. Additionally, they will inherit any access permissions configured for this role.

note

Learn more about access permissions in separate articles: Object operation permissions, Record permissions, Column permissions, System operation permissions.

See also​

Add users

Organizational roles

Object operation permissions

Record permissions

Column permissions

System operation permissions