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Tutorials > Solution Designer > Access > Roles

Assigning Roles on Thereforeā„¢ Objects

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Role-based access can be configured for most Thereforeā„¢ objects (cases, folders, categories, workflows, etc.). If there are objects that are lower down in the hierarchy they will inherit these permissions.

 

1.Right-click on any Thereforeā„¢ object and select 'Security' to configure Role-based access for this object. In this example, all categories under the 'Moyaware Finance' folder will inherit the permissions configured for that folder.

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2.In the 'Security' dialog, click 'Add' to assign a new role to the Thereforeā„¢ object. The 'Role Assignment' dialog will open.

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3.In the 'Role Assignment' dialog, open the drop-down menu labeled 'Role assigned to this object' and select the role that you wish to assign.

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4.Click the ellipsis button in the field labeled 'User/Group' to open the 'Select Users or Groups' dialog. Find the users or groups that should have this particular role on this Thereforeā„¢ object. Multiple selections can be made. Click on the user or group and click 'Select'.

Tutorial: Creating Users and Groups

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The selected users and groups and their role assignment can now be viewed in the Thereforeā„¢ object's role assignment dialog.

 

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Conditions can be used to refine permissions on a Thereforeā„¢ object or on objects further down in the hierarchy without breaking inheritance.

Tutorial: Setting conditions