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Role on the Interface

The information about a role is divided into several sections.

General Section

Field Description
Role The name of the role. This value must be unique in the system.

Additional Section

Field Description
Description Short but meaningful description of the role.
Organization Which organization this role is applicable within. Value System-Wide means that this role is applicable to all organizations defined in the system.

Entity Section

This section contains information about the granted ‘action on entity’ permissions and permissions to access system functionalities.

For convenience, permissions are grouped in tabs by functions they control:

  • All—All the permissions available on the other four tabs.
  • Account Management—Access to the account management.
  • Marketing—Access to the data useful for marketing team.
  • Sales data—Access to the data useful for sales team.
  • System Capabilities—Access to the system functionalities.

Each tab, except System Capabilities, is divided into two sections:

  • With the list of ‘action on entity’ permissions.
  • With the list of capabilities.

The System Capabilities tab lists only capabilities that control access to the system functionalities.

It is divided itself in the following sections:

  • Address—A permission that defines whether a user can see drop-down country, address lists when they fill in address forms.
  • Application—Access to system parts of OroCRM application (job queue, system configuration, etc.) or additional extension of ‘action on entity’ permissions(whether a user can share grid views, change passwords of other users, etc.).
  • Calendar—Access to management of system calendars, etc.
  • Entity—Permissions that define whether a user can import or export entity records, find them via the search functionality, etc.

For more information about the system capabilities, see the Capabilities List <./admin-capabilities>.

Workflows Section

This section contains information about the granted permissions to view workflows and progress records through them.

Click the + Expand icon in front of the workflow name to see permissions to perform individual transactions within the wokflow.

Users Section

The list of users that have this role.

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