<!-- /********************************************************************************* * SugarCRM is a customer relationship management program developed by * SugarCRM, Inc. Copyright (C) 2004 - 2009 SugarCRM Inc. * * This program is free software; you can redistribute it and/or modify it under * the terms of the GNU General Public License version 3 as published by the * Free Software Foundation with the addition of the following permission added * to Section 15 as permitted in Section 7(a): FOR ANY PART OF THE COVERED WORK * IN WHICH THE COPYRIGHT IS OWNED BY SUGARCRM, SUGARCRM DISCLAIMS THE WARRANTY * OF NON INFRINGEMENT OF THIRD PARTY RIGHTS. * * This program is distributed in the hope that it will be useful, but WITHOUT * ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS * FOR A PARTICULAR PURPOSE. See the GNU General Public License for more * details. * * You should have received a copy of the GNU General Public License along with * this program; if not, see http://www.gnu.org/licenses or write to the Free * Software Foundation, Inc., 51 Franklin Street, Fifth Floor, Boston, MA * 02110-1301 USA. * * You can contact SugarCRM, Inc. headquarters at 10050 North Wolfe Road, * SW2-130, Cupertino, CA 95014, USA. or at email address contact@sugarcrm.com. * * The interactive user interfaces in modified source and object code versions * of this program must display Appropriate Legal Notices, as required under * Section 5 of the GNU General Public License version 3. * * In accordance with Section 7(b) of the GNU General Public License version 3, * these Appropriate Legal Notices must retain the display of the "Powered by * SugarCRM" logo. If the display of the logo is not reasonably feasible for * technical reasons, the Appropriate Legal Notices must display the words * "Powered by SugarCRM". ********************************************************************************/ /********************************************************************************* ********************************************************************************/ --> <h1>Roles</h1> <p>Use this page to search and view existing roles in your organization. A role defines a set of access privileges to perform specific tasks. You can assign one or more users to a role to enable them to access the appropriate Sugar modules. </p><p>The Roles Home page displays the following information: </p><ul> <li>A Search sub-panel where you can enter the role name to search for a specific team. </li><li>A Shortcuts menu that displays the following options: <ul> <li><span class="helpShortcut">List Roles</span>. Click this option to display a drop-down list of users. Select a user from the list to view the role and associated access permissions granted to the user in Sugar. </li><li><span class="helpShortcut">List Roles by User</span>. Click this option to view access permissions for a specific user, and select the user from the adjacent drop-down list. </li><li><span class="helpShortcut">Create Role</span>. Click this option to create a new role. Enter the role name and description and click <span class="helpButton">Save</span> to create the role. </li></ul> </li><li>A list of existing roles along with their description.<ul> <li>Sales Administrator: This role grants administration and developer privileges for Accounts, Contacts, Forecasts, Forecast schedule, Leads, Opportunities, and Quotes. </li><li>Marketing Administrator: This role grants administration and developer privileges for Accounts, Contacts, Leads, Campaigns, Targets, and Target Lists. </li><li>Customer Support Administrator: This role grants administration and developer privileges for Accounts, Bug Tracker, Cases, Contacts, and Knowledge Base. </li><li>Tracker: This role grants access permissions to create and manage tracker reports. </li></ul></li> <p>Sugar provides the following pre-defined roles for your use. You can modify these roles or create new roles to suit your requirements. </p> <p>To view details of role permissions, click the role name in the Roles list. </p></ul>