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Streamlining SalesLogix Administration with Roles

by Employee on ‎03-29-2012 10:15 AM

Role-based administration enables you to streamline administration by managing user access at a role-level instead of at an individual user level.


A roleis a collection of actions. An action identifies what functionality a user can access such as pages, menus, menu items, toolbars,and buttons. Secured actions are attributed to UI elements and assigned to roles in the Web Client. Users are also assigned to roles,giving the user access to the role'sactions.


Elements are secured in the Application Architect by assigning an action to them, or applying security. The value of the Applied Security property is the action name. To secure an element in the UI and allow users access to that element you must:

  1. Add an action to the Applied Security property for the element in the Application Architect.
  2. Add the action for that element to a role in the Web Client.
  3. Assign users to the role.

As you can see, once you've created the secured actions and assigned them to a given role, it's simply a matter of assigning users to that role.

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What's New in 8.1