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Roles

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Roles

Roles are used in different areas:

Accessibility to records users do not own;

Reports: Roles appear as links at the top of Opportunity and Forecast reports, allowing users to access data at different levels of the role hierarchy;

Forecasts: The forecast hierarchy, which determines how forecasts roll up within the company, is automatically generated based on your company’s role hierarchy;

Folders: Access to reports, dashboards, documents, and e-mail templates folders can only be granted via roles;

Knowledge: Access to articles and frequently asked questions from data categories can be controlled via roles.

NB: When deciding to implement the role hierarchy, it is important to understand its scope.

Roles are also used in the definition of automations (workflow, assignment, approval process …).

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