You can access your system's roles by expanding People and Companies in the left pane of the system, and then clicking the Roles table. Roles are associated with teams and groups, so using the Add or Remove Roles on a user's record adds or removes the appropriate group and team. In the Standard System Demo only a few groups are actually able to modify a user's role. By default, these groups include the admin groups of Admin, Admin Import, Business Admin, but also tend to include relevant managerial roles. For example, the roles 1st Level Support and 2nd Level Support are available to the admin groups, as well as the Service Manager, which shows that the Service Manager oversees 1st and 2nd Level Support roles. You can view a complete list of the groups that each role is available to by viewing the Roles record or by consulting the table in the Default Roles section.

Roles also have a flag called Uses Assigned License that can be used to track which users hold an assigned license. It should be noted that this does not actually assign a license to the individual with the selected role, although a search can be created to automatically assign available Assigned Licenses to users who have this flag set to Yes in their Employee record. 

Default Roles

Below are the default roles and how they appear in the Standard System Demo's Roles Table, listed in alphabetical order. To list Roles in alphabetical order, click the Role Name column.