Contact roles allow you to manage your client’s contacts authorization, to specify the areas they are allowed to view or edit. You can assign roles to groups of contacts as a unit, such as billing, sales, support, and so on.

Access the Contact Roles Page

1. From the Ubersmith Dashboard, click Settings.
   
   The Ubersmith Settings page appears.
2. From the Global Settings – Client Interface section, click Contact Roles.
   
   The Contact Roles page appears. 

Complete the Contact Role Page

• From the Contact Roles page, click Add New Contact Role. 
  
  The Contact Role page appears.

Complete the Name Tab

1. In the Role Name field, enter the name of the role you want to create.
2. In the Description field, enter a description of what the role properties will be.
3. In the Client Assignable field, select Yes if you want your clients to be able to assign this role to a contact. 
   

Complete the Permissions Tab

The Permissions grid contains each distinct area in the Client Portal, that can be expanded to display each area’s functions, such as the Client Profile. Permissions available for each area are view, create, update and delete. None and Inherit are system defaults that start the user with no rights.

1. Click the Permissions tab.
   
   The Permissions grid appears.
2. Expand each area in the Resources column to access each area’s functions. See Client and Contact Permissions for more information.

3. Select the appropriate rights to assign to the role, for each area’s View, Create, Update and Delete columns. Allow gives the user access and Deny gives the user no access.

   Some permissions are superseded by rights granted or denied in the Client Portal. See Configuring Client Interface Global Settings for more information.

4. Click Save.
   

Related Topics 

Adding Clients

Adding Contacts

Managing Clients

Managing Contacts