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crm.e5.pl/modules/Roles/language/pl_pl.help.EditView.html
2024-04-27 09:23:34 +02:00

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<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN">
<h1>Role</h1>
<p>Use this page to create roles and grant them access to Sugar modules.</p>
<p>To create a role, enter the following information and click <span class="helpButton">Save</span>:
<ul>
<li><span class="helpButton">Name</span>: Enter a name for the role.</li>
<li><span class="helpButton">Description</span>: Enter a brief description of the role.</li>
</ul>
<p>A list of current permissions for existing modules display on the page. Specify access to one or more modules. By default, access is enabled for all modules.
<ul>
<li>To deny access to a module, click Not Set corresponding to the module in the Access column, and from the drop-down list, select <span class="helpButton">Disabled</span>.
<li>To specify end-user privileges or administrator privileges, click <span class="helpButton">Not Set</span> in the Access Type column and select <span class="helpButton">Normal</span> or <span class="helpButton">Admin</span> respectively.
<li>To allow a specific privilege for a module, such as editing or deleting records, click <span class="helpButton">Not Set</span>in the appropriate Action column, such as List for ListView or View for DetailView, corresponding to the module and select one of the following:
<ul>
<li>All. Allows all users of the specified Access type to delete a record in the module.
<li>Owner. Allows only the record owner to delete the record.
<li>None. Prevents all users of the specified Access type from deleting records in the module.
</ul>
<p>To create the role, click <span class="helpButton">Save</span>; click <span class="helpButton">Cancel</span> to exit the page without saving your changes.</p>
<p>To duplicate the set of permissions, on the Detail page, click Duplicate, and enter a name for the new role.