User roles determine what users can access and what records they can edit. There are 4 types of user roles:
ADMINISTRATOR
User with this role:
- has fully access to all modules and functions
- has access the global application settings (user accounts, security, numerical series...)
- no restrictions to data access apply to administrators
- simply said, administrator can do absolutely everything :-)
FULL THROTTLE
User with this role:
- has full access to all modules and functions
- doesn't have access to global application settings (user accounts, security, picklists...)
- is subjected to security settings (security levels, exports, record locking...)
CERTAIN RESTRICTIONS
This role is based on the Full throttle user role but also user has the following restrictions:
- doesn't have the authorization to create new Products and to edit standard prices of a Product (user can only classify products to Price lists and Business deals and edit their price list and sales prices)
- doesn't have authorization to create new picklist items or edit the existing ones
- doesn't have the authorization to see expenses and profit fields of deals
READONLY
This role is based on the Certain restrictions user role but also user has the following restrictions:
- doesn't have authorization to create new records or edit existing ones
- only has the right to view records
User Roles Settings
A user role can only be set by an administrator.
Click the Settings option to set a role.
Select Users Administration button.
Select a user and click on his name.
Select the Change authorization button.
Set the selected user's role and save the changes.
In the security settings, you can further set: