How to add and set up functional roles
For example, you need to give the [Opportunities] section access rights to the sales managers who work in the Boston office of the company. To do this:
1.In the system designer, go to the users and roles management section by clicking the [Functional roles] link.
2.On the section page, click the [Add] button. On the opened page, define the functional role parameters:
a.Enter the role name, for example, “Sales Managers”.
b.On the [Organizational roles] detail, add the organizational roles to be included in your functional roles, for example, “Boston Office Sales Department” and “Washington Office Sales Department”.
Note
If you need to give access rights to some users outside the organizational roles you added, add those users on the [Users] detail.
If you need to define the range of IP addresses the users and their managers are allowed to use to access the system, use the [Range of allowed IP addresses] detail on the [Access rules] tab.
c.Close the record page.
3.Update the configured roles. To do this, select the [Update roles] (Fig. 1) option in the section actions menu.
As a result, the new “Sales managers” functional role will be added to the system, and this role will include all the sales managers working in the Boston and Washington offices of the company.
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