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Setting Up User Roles

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’

  1. Go to the top right “Setup” menu
  2. Click on submenu “Organization Setup”
  3. Click on “User Roles” link under User Profile Configuration section
  4. Give the role a name and description and click “Save”

To learn more about “How to assign User Roles to Users“, please, click here.