Molequle uses roles to effectively manage access to specific features for different users, allowing your organisation to ensure that employees have access only to the necessary functionality and data for their tasks.
To access the roles management interface, navigate to the portal and click on "Roles" in the navigation menu. This will display a list of all existing roles, allowing you to update, delete, or create new roles.
Creating or updating a role
To create a new role or update an existing one, click on the edit icon or the "Create role" button located in the upper right corner of the roles page. This will open a dialog where users can provide the following details:
Name: Enter a name for the new role.
Description: Provide a brief description of the role.
Default: Check this box if the role should be assigned to all users by default.
Permissions: Select the permissions that this role should have from the list of available permissions.
Assigning permissions to roles
Molequle offers a wide range of permissions that can be assigned to a role. Permissions can be broadly categorised into the following types:
Account Permissions: Manage accounts, shared account segments, and user-specific account segments.
People Permissions: Handle people-related tasks, including managing people, shared people segments, and user-specific people segments.
Action Permissions: Engage people and accounts through actions, encompassing permissions for creating, updating, and deleting actions, as well as interacting with action jobs.
Activity Permissions: View and manage activities associated with people and accounts.
Campaign Permissions: Access marketing initiatives through campaign permissions, and manage campaign members using campaign membership permissions.
Extension Permissions: Control access to extension-specific settings, such as configuration options for the Marketo extension.
User Permissions: Manage user accounts and their access to interactive extensions, such as the sales intelligence extension.
Role Permissions: Administer and manage roles within Molequle.
Group Permissions: Control group management to limit user access to specific entities within Molequle.
Assigning roles to users
Once a role has been created, it can be assigned to specific users within the "User" section of the portal.