Roles let you control who has access to what and what actions they can perform on what they can access. You can assign a system ‘Role’ to a Worker. Roles control the rights and permissions of the Worker Login.
To prevent security issues you should set up Roles before setting up user Logins
When you set up a User Login on a Worker, as well as setting a Role, you can assign a reporting Dashboard and enable access to view and send email from your system.
Connecting a Workers email account
When you enable a User login for a Worker you can set permissions for them to access their work email account. You can add their email account to your system in
When a User creates a Document the system automatically assigns the respective user as the Document Owner. Every Document has an Owner field. Users can reassign the Owner of a Document.
To change the Ownership of a Document the appropriate User Role ‘Taking Ownership’ value must be set. See Owners.
Preserve a different Ownership on Documents
If you have a situation where your order entry team is capturing orders on behalf of your internal or external or independent sales reps, you may want to circumvent the normal sales document assign ownership behavior.
The normal behavior for document creation is for the user name to be set as the owner on the new document. To change this so the new document inherits the owner set on the Customer (where the rep owns the Customer) go and edit the Role set on the Order Entry worker.
Role>Ownership options>Preserve ownership of sales documents = Checked.
You can create individual Workers via the List or from the Explorer. You can import multiple Workers via Setup>Import Data>Workers. Download and populate the Import Template.
Workers , Reporting, and Permissions
The Worker Contact section has three fields:
The values you store in these fields can be used to:
Filter reports - Look for the filter +Team/Office/Department when you customize a report.
Control access permissions on Roles - Look for 'Your Team' and 'Your Office' when you create/edit a role.