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Overview The merge duplicate objects feature allows users to merge two objects (a main object and a duplicate object), updating the main object (e.g., merging duplicate user profiles to create one user profile). When merging the two objects, the ...
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An overview of the different workflow permissions available for each object type added to a role.
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Overview
The merge duplicate object feature allows users to merge two objects (a main object and a duplicate object), updating the main object (e.g., Merging duplicate user profiles to create one user profile). When merging the two object...
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Instructions on how to edit or delete an existing role and its workflow permissions.
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How to edit or delete an existing object type.
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Overview
Administrators can create a copy of an existing role, including permissions, as either a global or an explicit role.
The following configuration data is included when creating a copy of an existing role:
Object typ...
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How to create a new role and configure the workflow permissions for each object type added to the role.
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Learn about the advanced options available on roles, where admins can disable users' access to the Search, Quick Add, and Help functions.