SECURITY ROLES CHECKLIST
Administrators can create new system roles or clone existing roles to configure the access users have to the portal. The System Roles provided by default on the Magentrix platform are not configured for portal users. Administrators must create and then customize security roles for their users. Administrators can clone security roles to copy all source security role permissions to the cloned security role.
When created, security roles do not have any permissions for Entities, Tabs, Apps, or Active Pages/Classes. Administrators can configure permissions for these objects after creation.
Administrators can configure Field Security to restrict specified fields for certain security roles. Administrators can also configure List Views to allow or prevent specified security roles from creating or accessing List Views when viewing an Entity.
Administrators can specify which Record Types users in a Security Role have access to on different Entities.
Security roles can be assigned during or after creation. Administrators can assign users with security roles to change the permissions that users have in the portal.
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