Master Role Management
Master roles are pre-defined roles that must exist in all departments of the sales organization, see Master Roles and Custom Roles. Managing master roles involves creating, editing and deleting roles.
Creating Master Role
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In the navigation bar, select Organization | Master Roles.
This displays a list of all master roles.
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Click New.
This opens the New Master Role dialog.
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Specify the mandatory information.
Mandatory data include name and ID. The description is optional.
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Click Apply.
This creates the master role, and the Access Privileges tab becomes active.
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Open the Access Privileges tab and assign access privileges to the new role.
For an overview of available organization access privileges, see Access Privileges.
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Click Apply to save your changes.
Otherwise, click Reset to discard your changes.
Editing Master Role
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In the navigation bar, select Organization | Master Roles.
This displays a list of all master roles.
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Click the master role you want to edit.
This opens the master role detail view.
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Edit the information as required.
At the Access Privileges tab, you can assign and unassign access privileges. For an overview of available organization access privileges, see Access Privileges.
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Click Apply to save your changes.
Otherwise, click Reset to discard your changes.
Deleting Master Role
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In the navigation bar, select Organization | Master Roles.
This displays a list of all master roles.
- Select the checkbox of the master role to be deleted.
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Click Delete, and confirm the operation.
This removes the selected master role from the system.