Use this page to create roles and grant them access to Sugar modules.
To create a role, enter the following information:
Name: Enter a name for the role.
Description: Enter a brief description of the role.
From the table below, specify access to a module. By default, access is enabled for all modules.
To deny access to a module, double-click the Access field corresponding to the module, and from the drop-down list, select Disabled.
To specify end-user privileges or administrator privileges, double-click the User Type field; select Normal or Admin respectively.
To allow a specific privilege for a module, such as editing or deleting records, double-click the appropriate Action field corresponding to the module, and select one of the following:
All: allows all users of the specified user type to delete a record in the module.
Owner: allows only the record owner to delete the record.
None. Prevents all users of the specified user type from deleting records in the module.
Privileges are as follows:
Delete: Delete records in the module. If None is selected, the Delete button is disabled on the detail page.
Edit: Edit records in the module. If None is selected, the Edit button is disabled on the detail page. Additionally, the user cannot use the Mass Update panel to update records for the module.
Export: Export record data in the module. The Export link located at the top of List views is removed when this privilege is not available to the user.
Import: Import record data in the module. The Import link in the navigation bar does not appear when this privilege is not available.
List: List views of records in the module. The user is unable to access the module's list view when this privilege is not available.
View: View records in the module. The user is unable to access the module detail view when this privilege is not available.
To create the role, click Save; click Cancel to exit the page without saving your changes.