Contact Roles Screen

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When you open Roles the following screen displays.

contact roles screen

The screen has the following options:

  • Available Roles - Lists Enterprise roles that can be assigned to contact.
  • Add>> - Highlight available role and click Add>> to move to Current User Roles
  • Remove - Highlight a current user role and click Remove to take role away from contact.
  • Current User Roles - Roles assigned to contact

Find out more about Roles