Sales Creatio, enterprise edition
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This documentation is valid for Creatio version 7.13.0. We recommend using the newest version of Creatio documentation.

The [Functional roles] page

The page contains the functional roles tree of the company and the information about the selected functional role.

Note

The name of an organizational role must be unique. If you try to save an organizational role with a duplicate name, bpm’online will notify that a role under such name already exists in the system.

The [Organizational roles] tab

The tab contains the list of organizational roles that are connected to the selected functional role.

If an organizational role is connected to a functional role, all users of the organizational role receive the permissions of the connected functional role.

The [Users] tab

The tab contains the list of users who shall obtain all permissions of the selected functional role, even if their organizational roles that are not connected to the current functional role. On the tab, you can:

Attention!

You can import LDAP users only if the LDAP user integration has been set up.

The [Access rules] tab

The tab contains the range of IP addresses that the users of the selected functional role are allowed to use to access the system.

Attention

To set up IP-based access rules, edit the web.config file and activate the useIPRestriction parameter: useIPRestriction="true". Bpm’online cloud users are advised to contact technical support to activate this parameter.

In the [Operation permissions] section of the System Designer, open the [Ignore access check by IP address] operation and add users or user groups to the [Operation permission] detail. Clear the [Access level] checkbox for all users and user groups who are required to use IP-based access rules.

See also

User page

The [Organizational roles] page

Video tutorials

Creating the company organizational structure and functional roles

Setting up permissions

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