User groups in Creatio are called “roles”. You can assign organizational and functional roles to users in Creatio. Read more in “Managing users”.
The assigned roles provide users with access to corresponding Creatio data objects and general system-wide functions. You can specify several roles for a user.
NOTE
By default, Creatio assigns the “All employees” organizational role to the newly added users of the “Employee” type.
There are two ways you can assign roles to a user:
•From the user page
•From the role page
Method 1. Assign roles to a user from the user page
1.Click 
-> System Designer -> [System users].
2.Open the user page -> the [Roles] tab.
3.On the [Organizational roles] detail, click 
and specify the roles from the company's organizational structure.
4.On the [Functional roles] detail, click 
and specify the user’s functional role. Functional roles are usually based on the user’s job title (Fig. 1).
Fig. 1 Assigning roles to a user from the user page
As a result, the user will be granted all permissions relevant to the assigned roles.
Method 2. Assign roles to a user from the role page
1.Click 
-> [Organizational roles].
2.In the list of organizational roles (represented in the form of a folder tree), select the corresponding organization and/or division. This will bring up the selected role page to the right.
3.On the [Users] tab:
•Click 
and select [Add existing] to add an existing user. In the pop-up window, select the corresponding user (Fig. 2).
•Click 
and select [Add new] to add a new user assigned to this role (you will need to populate the new user page).
4.To assign a functional role to the user, switch to the [Functional roles] view by clicking 
, then select the corresponding functional role.
5.Repeat step 4 (Fig. 2).
Fig. 2 Assigning roles to a user from pages of the corresponding roles
As a result, the user will be added to the corresponding roles and granted relevant permissions.
