Selecting Roles

Your administrator can define roles and assign specific access rights to them, >> Roles and CRM Processes. Your administrator can also determine whether you can select which roles to log in with or whether your roles are fixed.

To select a role:

  1. Click on More Options on the Login page.

    The extended login page is displayed.



  2. Enable Select roles and click on Log In.

    The dialog used to select your roles is displayed.



  3. Select the role(s) you want to log in with. You can select multiple roles.
  4. Click on OK to log on.
Note: If single sign-on is enabled on your system (i.e. you are automatically logged on based on your Windows login), your administrator is responsible for defining which role(s) you are logged on with.Roles can also be specified in links. If a user clicks on a link that includes a specific role, the user is logged on the system using that role.