Role Groups

Use this topic for define staff capabilities.

Before you start

  • Use the correct company and an active account with permission for this workflow.

Where to go

Workspace → Role Groups

Audience

Business owners responsible for access control.

Permissions

  • Only business owners may define role groups or assign capabilities.

Actions

Create role group
Use Create role group to support define staff capabilities.
Assign capabilities
Use Assign capabilities to support define staff capabilities.

Statuses

Active
The record is currently active.
In use
The record is currently in use.

Workflow

  1. Open Role Groups.
  2. Review the record and its current status.
  3. Choose Create role group and confirm the result.

Expected outcome

Read the current saved state in the workspace after the permitted action; Help does not perform or verify the action.

Troubleshooting

A staff member still lacks access
Confirm the correct role group is assigned and includes the capability