User roles can be created to manage and restrict access for your Eventsforce users. Users can be limited to menu options and features that are necessary for them.
Roles are made up of a series of functions that reflect the menus and menu items in Eventsforce. Menu items will not be displayed if the relevant function is not added to the role.
Note: As a general rule, a user should only be assigned one user role to prevent conflicting settings. The exception would be an "Administrator" who is also a "GDPR Administrator" as these two roles can work together.
This article covers:
Watch the video below for a walkthrough on creating a user role and assigning to a user (written instructions below):
Creating a new user role
Go to System Settings > Security > Roles
Click "+" (Add) to create a new role
Enter a name for the role and click "Save"
Change the "Show" dropdown to "All" to view all functions
Select one or multiple functions you want to add to the user role
Click the "Tools" dropdown and click "Activate..."
Click "Save" once all functions have been added
To change the functions in an existing role click the 'edit' icon next to a role then follow steps 4 through 7 above.
Adding a Role to a User
To create a new user:
Go to System Settings > Security > User Profiles
Click "+" (Add) to create a new user
Enter the contact details for your user
Find and select one or more roles from the "Roles" field
Choose an "event access group" from the "Event access groups" field
Click "Save"
The user will be sent a welcome email and they will appear at the bottom of the list of users in the 'Users' panel.
If the user already exists:
Click the 'edit' icon
Select one or more roles from the "Roles" field
Click "Save"