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Relational Roles

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

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

Relational roles are similar to Parent roles in that you create a role and then add it to other organizations. However, Relational roles are used when you have the same users that require the same feature access and permissions across different organizations.

To create a new Relational role:

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

    from the Settings menu.

  2. Select one of the organizations to which the Relational role will belong and click

    .

  3. Enter a Role Name.

  4. Select the Relational 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 details.

  8. (Relational Role Only) Click and select the other 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 Relational Role (Linked).

  9. You many now add users to the Relational role (the button for the linked roles is disabled.)

    NOTE: Any user you add to the Relational role will be automatically added to all Relational (Linked) roles. See Adding Users to a Role for more details.

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