Editing Security Roles

Overview

You may need to modify existing security roles in cases where they were created incorrectly or new groups need to be added to the role permissions.

Prerequisites

• You need to have an account with Company Administrator, Super User role, or a custom role with access to edit Roles.
• There is a custom security role already created.
  Note: You cannot edit default global roles.

Solution

1. Log in to the Field Force Manager web portal using your credentials and company ID.
2. Navigate to Administration > Roles.
   
   
   
   
3. Click on the required role and select Edit Role.
   
   
   
   
4. In the new window:
   • Modify the name of the group if needed.
   • Add or remove the groups to which the selected permissions will apply.
   • Enable or disable the permissions which this role will provide to users.
     For more information about each permission, refer to the article Creating New Roles.
     
     
     
     
5. Click Save & Close.

Testing

Ask a user with the selected security role to log in to the Field Force Manager web portal - they should have access to the features available for the updated security role.

If needed, you can create a test user with the selected security role and log in to the web portal using their account.

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