General Tab of Roles

Use the General tab to enter a role's profile information, including the name and type of role, and to select Ajera CRM module options.

Contents

Field	Description
Role	When you select a role on the lookup, Ajera CRM populates this field with the role name. When you create a new role, you must enter the name of the role in this field.
Full access to menu items	Select this option to assign this role full access rights to all Ajera CRM menu items. All menus added in future versions of Ajera CRM will be available to this role. If you do not select this option, you must manually select items from the menu tree below. This list of menu items reflects the Ajera CRM navigation tree; therefore, if you customized your navigation tree, this list will reflect those changes.
Ajera CRM items	If you do not want to assign full access to all menu items, select the menu items for which you will establish rights. Click the plus sign next to a menu item to expand the tree and see sub-menus.
Enable All/Disable All	Select the Enable All button to enable all menu options shown on the menu grid. Select the Disable All button to disable all menu options shown on the menu grid. This is helpful for when you need to quickly disable all menu options for a role.
Type of Role	You must select Administrator as the type of Ajera CRM role. This role has administrative privileges for the following: Dashboard — The role can save the dashboard layout for other users. Process Queues — The role can stop and start process queues and see jobs submitted by other users in the process queue manager. Lookups — The role can access all records in lookups. Info Center — The role can use the Tab Designer to customize Info Center labels. Login — The role can retain log in privileges even if all users are disabled in the "user activity" application.
Favorites Organizing	This field works in conjunction with Reporting to control the role's ability to save or delete searches, favorites, and reports. Options are: Save Personal Only — This option saves searches, favorites, and sets of report options for personal use only. You cannot share them with other Ajera CRM users. You cannot create, rename, or delete folders within any of the Global folders. Save For My Role — This option saves searches, favorites, and sets of report options for yourself and all others who share your security role. Save For All Roles — This option saves searches, favorites, and sets of report options for yourself, all others who share your security role, and for global access by any co-worker using Ajera CRM.
Process Queues	Use this setting to control the role's ability to schedule report and postings jobs. A setting of 0 gives the role access to schedule all reports and postings to all queues. A higher setting limits the queues the role can use. For example, Allow priority 2 (or higher) means that a role only has permission to schedule jobs in queues marked as priority 2, 3, 4, and so on. Users cannot submit jobs to priority 1 queues.
Organization Record Access	Select the organizations that the role can access on the Organization lookup. All Organizations — This option saves gives access to all organizations in the Ajera CRM database. Individual Organizations — Use the Advanced or SQL Where Clause search options to look up and select individual organizations.
Search Options	Select the search options that the role can use. Select Allow Access to SQL Where to include the SQL Where Clause in the Display Type drop-down list. The default for this option is not selected. Select Enable Searching Across Info Centers to enable an additional Lookup Search Types and Fields column on the Advanced Search dialog box. Use these fields to dictate the search criteria for searching across multiple Info Center records. Select Allow Lookup Limit Override to make the Override Lookup Limit button available on the lookup dialog box for the selected role. This option is editable if the Use Lookup Limits option is selected on the Lookups tab of Configuration > General > System Settings.
Email Template Organizing	Select the method to use when this role saves email templates. Options are: Use Existing Only — This option saves the existing email template. Save Personal Only — This option saves personal email templates only. This is the default. Save for My Role — This option saves personal email templates or global templates for the assigned role only. Save for All Roles — This option saves personal email templates or global templates for any role.