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Assigning Roles to Individual Accounts

Roles are designed to allow and disallow certain functionality and folders to individual accounts. When a Contact logs into his or her account, that Account is bound by the Roles it was assigned.

To assign one or more Roles to an account, go to Customer Management > Contacts and click on an existing Contact with an Account.

Under Security, click on Roles. The Security section only appears after an Account was created for the Contact.

The Roles form appear, allowing you to assign Roles to the Account. By default, an Account is already assigned to the "Registered" and "Everyone" roles.

Click on Assign Role to assign a new Role to the Account. A pop-up appears allowing you to assign a specific Role from the drop-down menu.

Select a Security Role from the drop-down to assign to the Account.

Optionally, you can assign an Organization to the Account, which enables the Inheritance drop-down menu below. If specific permissions are set for an Organization, you can set to "Inherit from Parent" (inherit permissions from the Parent organization) or "Overwrite parent."

Click Save to assign the role. Repeat these steps to assign more roles to the Account.