Article Content
Overview
Roles control the data a user can create, edit, delete, view, or manage on object types and objects. Once the role component for a specific role is added to an object type, it can be added to a configurable form, where you can grant users from within that role permission to view a specific object. Where necessary, roles allow users to see additional object types related through relationships or references by granting inferred permissions.
As users with global permissions can automatically view all the objects saved to the object type(s) specified in the role (subject to any workflow permissions), you can only add roles with explicit permissions to an object type.
What the users within a role can do with the object types and objects, including those accessed through inferred permissions, is controlled by the object type’s workflow permissions on their role.
Roles must be created and configured before they can be added to an object type. See the Roles chapter for more information.
User Account Requirements
The user must have Administrator permissions in order to access the Admin Overview screen.
Related Information/Setup
Please refer to the Add Inferred Permissions on an Object Type article for further information on added Inferred Permissions.
Navigation
- From the Home screen, click the Administration icon.
Administration Icon
- From the Administrator Settings menu, click Admin Overview.
Administrator Settings Menu
- From the Admin Overview screen, click the Object Types tile under the Data Model section.
Object Types Tile
- Enter an Object Type Name in the Search field to narrow the search results list.
Search Field
- Click on an Object Type link.
Object Type Link
Add Roles to an Object Type
- From the Admin: Edit Object Type screen, scroll to the Overview tab.
Overview Tab
- Click the Roles tab.
Roles Tab
- From the Roles tab, click the + Add Role button.
+ Add Roles Button
- From the Add Roles pop-up, click the Roles you want to add to the Object Type. Selected Roles are indicated with a checkmark.
Selected Role
- Scroll to the bottom of the Add Roles pop-up and select the + Add Selected button to add the selected Roles to the Object Type.
+ Add Selected Button