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Parent Roles

Information on how Parent Roles function within your Organization in Contract Logix

Eric Reinert avatar
Written by Eric Reinert
Updated over 3 months ago

With Parent roles you create a single role and then add it to one or more organization levels. The roles in each organization are linked back to the Parent so that modifications made to the Parent automatically update all linked roles. Parent roles eliminate the need to configure and maintain duplicate roles, saving time and effort when you have different users in different organizations that require the same feature access and permissions.

To create a new Parent role:

  1. From the homepage, click to access the Application Settings, and then select

    from the Settings menu.

  2. Locate the organization to which the Parent role will belong and click .

  3. Enter a Role Name.

  4. Select the Parent radio button.

  5. Click .

  6. Click and set the feature access for the role. See Role Feature Access for a list of features you can configure.

  7. Click and set permissions for the role. See Role Permissions for more information.

  8. (Parent Roles Only) Click and select the organization level(s) where you want to add this role then click . The role will be added to each organization you selected and is labeled Parent Role (Linked).

    1. The Feature Access, Permissions and Clone buttons for the linked roles are disabled (grayed out) since all changes are made to the Parent Role.

You may now add users to each linked role. For more information, click the Adding Users to a Role link.

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