Security Roles and Permissions Overview

Security Roles and Permissions allow system administrators to create a standard grouping of permissions that can be assigned to users, and these roles determine what individual users can access and do within the system. Security roles are important because they enable an organization to grant certain people access to certain data and also restrict access to certain data.

Managing Security Roles   Additional Information   Training and Troubleshooting Resources
   
  • Security Roles Feature Focus Playlist - In this playlist, you’ll find curated content specifically for security roles. Note: You must log in to the Success Center to access Playlists.
  • Knowledge Base - Review security role quick help and troubleshooting articles.

The following information is available within this folder. Click a link to navigate directly to the appropriate topic: