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Public Sector Solutions Documentation
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            Create Roles for Public Sector Solutions Users

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            Create Roles for Public Sector Solutions Users

            Define roles for users to control their access to org data based on job responsibilities and the reporting structure of your agency.

            Required Editions

            View supported product editions.
            User Permissions Needed
            To view roles and role hierarchy: View Roles and Role Hierarchy
            To create, edit, and delete roles: Manage Roles
            To assign users to roles: Manage Internal Users

            Configure roles to limit access to only the records, reports, and other data that users need to complete the tasks required by their position. For example, create user roles for these personas:

            • Compliance Officer
            • Inspection Manager
            • Inspector
            • Intake Officer
            • Application Reviewer

            To configure access that corresponds to the reporting structure of your organization, use role hierarchies. Each role can view, edit, and report on all data owned by or shared with roles below them in the hierarchy. For example, set the Inspector role to report to the Inspection Manager, and the Inspection Manager to report to the Compliance Officer.

            See Also

             
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