About Permissions and Roles

See Also

About Permissions

A Permission is a system privilege that enables a user to perform a task on any of the Desktop Client modules. Permissions can be grouped to form a Role. When creating a user, you can grant individual permissions or assign roles to the user. Permissions are of two types: Global and Team level.

Global Permissions

Global permissions enable a user to perform managerial operations on Business Administrator, Database Administrator, and Desktop Client (Desktop Client and Web Client). These permissions can be granted during user creation, or when modifying the user’s list of permissions. These permissions enable a user to perform the corresponding tasks on all teams, provided the user has access to the teams. For a complete list of Global Permissions, see Global Permissions.

Team Level Permissions

Team permissions enable you to perform operations that are specific to a team, such as managing teams, properties, and rules. These tasks can be performed on objects such as Interactions, Campaigns, and Targets. For a complete list of Team level permissions, see Team Permissions.

For information about the permissions required to create different types of users, see Permissions Required to Create Users.

About Roles

A Role is a group of permissions that enables you to perform a business function. Permissions are added to a role based on the tasks performed by users in the institution.

The grouping of permissions into a role enables you to easily and efficiently assign a single role (with multiple permissions) to one or more users simultaneously, instead of assigning individual permissions to each user separately.

For example, if the permissions in the Customer Service Representative’s role must be individually assigned to 20 users, you may accidentally omit some required Permissions or provide extra permissions to some representatives. Instead, a role comprising the relevant set of permissions can be created and assigned to each of the users.

You can also assign individual permissions to users, if required.

When a user is assigned a specific role, that user is automatically inherits the set of permissions that constitute the role.

A Role may also comprise other Roles.

Types of Roles

There are two types of Roles: Global Roles and Team Level Roles.

While Global Roles contain Global permissions, Team Roles comprise team-level permissions. A user can be assigned both Global as well as Team-level permissions.

Global Roles can be created and modified by users having the Manage Roles permission. However, when creating or modifying a Global Role, you can grant or cancel only those permissions that are explicitly granted to you.