Roles

Roles define what access and permissions a user has within the system. Each role controls which modules, pages and actions a user can see and use.

Roles are assigned to team members and portal users to ensure each person only has access to the functionality relevant to their responsibilities. The system ships with a set of standard roles; you can define custom roles tailored to your team’s structure.

List View

Column	Type	Description
Name	text	The name of this role as displayed throughout the system.
Administration Rights	boolean	When enabled, this role has full administration rights to manage the OMC's settings and data.
Use Default Privileges	boolean	When enabled, this role uses the system default channel access privileges rather than custom settings.
Unit Related	boolean	Whether this role is associated with a specific unit — Owner and Resident roles are unit-linked, while Director is not.
Global Role	picklist	Maps this OMC-level role to a global system role, which determines system-wide capabilities such as voting rights and portal access level.
Notes	longText	Additional notes about this role and its intended use.

Detail View

Field	Type	Description
Name	text	The name of this role as displayed throughout the system.
Administration Rights	boolean	When enabled, this role has full administration rights to manage the OMC's settings and data.
Use Default Privileges	boolean	When enabled, this role uses the system default channel access privileges rather than custom settings.
Unit Related	boolean	Whether this role is associated with a specific unit — Owner and Resident roles are unit-linked, while Director is not.
Global Role	picklist	Maps this OMC-level role to a global system role, which determines system-wide capabilities such as voting rights and portal access level.
Notes	longText	Additional notes about this role and its intended use.
Forums	grid	Channel access permissions assigned to this role.
Forum	link	The channel these permissions apply to.
View	boolean	Whether this role can view content in this channel.
Notified	boolean	Whether this role receives notifications for new content.
Create New	boolean	Whether this role can create new content in this channel.
Add Comments	boolean	Whether this role can add comments.
Vote	boolean	Whether this role can vote in ballots.
Edit Existing	boolean	Whether this role can edit existing content.
Permissions	grid	Fine-grained data access permissions — controls what data records can be viewed, created, edited or deleted.
Name	text	The data object or feature this permission applies to.
View Items	boolean	Whether this role can view the list of items.
View Items Details	boolean	Whether this role can view individual item details.
Create New	boolean	Whether this role can create new items.
Edit Existing	boolean	Whether this role can edit existing items.
Delete	boolean	Whether this role can delete items.
Notes	longText	Notes about this permission setting.
Workflows	grid	Workflow action permissions — controls which status transitions and actions this role can trigger.
Workflow	text	The workflow this permission applies to.
Action	text	The specific action within the workflow.
Description	text	A description of what this action does.
Permitted	boolean	Whether this role is permitted to trigger this action.

Examples

No scenarios available.