May 13, 2019 · All, Getting Started in BizMerlin & FAQs,
[To learn more about the Difference between “User Profile” | “User Role” | “User Group”, please, click here]
What is a ‘User Role’
User Roles are used in the context of projects. Regardless of what profile a user has (developer, sales person, analyst, etc), he or she can play different roles in a specific project: team lead, reviewer, quality check.A user can be part of different projects, and play different roles in those projects.For instance, Martha, is a ‘senior developer’ -her user profile- and plays the role of ‘team lead’ – user role- for the project titled “Launch advanced search feature”. However she plays the role of ‘reviewer’ in a second project she is also working on named “Communication”.
How to define ‘User Roles’
- Go to the top right “Setup” menu
- Click on submenu “Organization Setup”
- Click on “User Roles” link under User Profile Configuration section
- Give the role a name and description and click “Save”
To learn more about “How to assign User Roles to Users“, please, click here.
