Roles, also known as User Type when adding a User into GleanView, define a User’s permissions within GleanView. Permissions encompass what can a User create/edit, view, delete, and assign.
- Marketing Manager
- Marketing User
- Sales Manager
- Sales User
Administrator is the only Role that CANNOT be deleted or edited. At least one Administrator is REQUIRED to properly use GleanView, as an Administrator is the ONLY user with access to the Company Settings menu.
How to Add A Role Type
Click the orange Create Role button.
Name the Role. All of the default Roles are examples of Role names, but Role names can be as specific or general as you need.
Set permissions by selecting from each dropdown.
When finished, click Create Role in the upper right-hand corner.
If properly saved, this page will refresh and return to the Roles list view page.
Tips on Roles
Anything marked as “None” will be completely invisible or generate an “access denied” error message to a User.
Please be careful of conflicting permissions. In the example below, a User who is able to Create Accounts for All Users, but is unable to View Accounts not Assigned to him/her, may believe their work is not saving when in fact it is. This User would also be unable to edit any Accounts outside of his/her assigned Accounts.
If “Team” permissions is applicable to your needs and you need more explanation on how Teams work, please click here.
|“Edit Pencil Icon” – Use to edit an existing Role|
|“Trash Icon” – Delete a Role from GleanView|