Managing Roles

Authorized operators can add rolesRoles are linked to security and personas in SalesConnect. Each role represents a group of operators who perform similar tasks and who need access to similar features. Each operator is assigned to at least one specific role. Roles may be included in security rules and in territory category definitions, too. and manage details for them.

See these topics:

• Adding a Role
• Managing Security Rules for a Role
• Deleting a Role

Adding a Role

1. Using the Administration personaA persona is an interface set of menus and dashboard or home view that was designed for a single set of operators who share goals, skills, attitude and behavior patterns. Each persona's interface displays only the content and tools that are relevant for that group., select Roles from the Authorization menu, and then select Add on the displayed Role List page. Or, select in the universal menu, and then select Add Role under Administration, Authentication, and Authorization.

2. Complete fields on the Add Role page with information for the new role.

   Tips

   • You should use Copy Security Settings from Existing Role to select an existing role and copy its settings to your new role. This option saves lots of work configuring a role's access rights. Once you have saved the role, you can always modify the security rules in which it is included, as needed.
   • Persona determines what operators assigned to this role will see when they log into SalesConnect; operators' other roles and security rules determine whether other personas are available or not. If you don't choose a persona, the default will be used.
   • Sales Contact Type can be used to link the role to a particular type of sales contactA sales contact is a person affiliated with your company who is responsible for working with reps to encourage sales of your products. Sales contacts may be National Sales Managers, Regional Sales Managers, Internal Wholesalers or External Wholesalers. Some of the key functionality in SalesConnect revolves around tracking sales data for the territories and/or regions to which sales contacts are assigned., which is important if you define and assign territoriesIn a territory category, you can define as many named territories as you need to identify sales responsibilities. Territories are often divided geographically, and can include whole countries, states or provinces, or even ZIP/postal code ranges. Other criteria can be included for each territory, such as firm association or channel/subchannel definitions. If needed, you can filter offices, reps, partnerships, and teams to which a territory will apply by their firm association alone. Each territory can have one or more operators assigned to it; after territory assignments are set, permissions can be set to control the level of access each operator has to data (such as viewing or editing), based on his or her territory assignments. using SalesConnect.

3. Select Save. You can use the Role Detail page's tabs to add and review more information for the role:

   • The Operators tab lets you see the operators currently assigned to this role. (There are none for a new role.)
   • The Categories tab lists any territory categoriesA territory category represents one set of distinct territories that you need to maintain at the same time. A single territory category may not reflect how your sales force is distributed, so you can define up to fifteen (15) different territory categories in SalesConnect; however, only one version in each territory category can be current at any given time. Categories can represent particular lines of business (such as wirehouses or banks) or product lines (such as mutual funds or annuities), or any other meaningful division for which you need to support distinct sets of territories. Categories include as many named territories as you need to identify sales responsibilities. Named territories are often geographical in nature, but can also include channel/subchannel definitions and firm associations. Applicability also affects office and rep/partnership/team territory assignments: if a territory category is applicable to a firm, then entities associated with that firm can be assigned to territories in that category; but if the category is not applicable to a firm, then associated entities are not assigned to a defined territory in it, but are instead flagged "Not Applicable" for the category. for which the current territory category versionA territory category version is one version—current, historical, or in development—of the definitions, rules, responsiblity assignments (of national sales manages and sales contacts to regions or territories) that have been developed for a particular territory category used in SalesConnect. Authorized operators can develop territory category versions to test new territory definitions; when appropriate, a version can be implemented, at which time it becomes the current version for a territory category. Historical versions can be used to review ways in which you balanced territories in the past; versions in development can be used to experiment with new ways of balancing territories. SalesConnect prevents you from making some changes to the current or previous territory category version, since this would in effect change territory rules that have already been or are currently being enforced. is associated with the active role and shows the role's territory-related data permissions. See Assigning Sales Contacts to Territories and Regions for more information.
   • The Security Rules tab lists the security rules in which the role is included, and allows you to add or delete rule participation for this role as needed.

Managing Security Rules for a Role

SalesConnect includes many defaults for the security rules in which standard roles are included, but you can change these as needed, though you should always test such changes by logging in as a operator assigned to the role you've been modifying.

1. Using the Administration persona, select Roles from the Authorization menu. Or, select in the universal menu, and then select Role List under Administration, Authentication, and Authorization.
2. On the Role List page, select the link for the role you want.

3. Use the Security Rules tab of the displayed Role Detail page to manage the security rules in which this role is included. You can:

   Add the role to one or more security rules

   1. Select Add.
   2. On the displayed popup, enter values in the filter fields as appropriate, and then select Search.
   3. Select the checkboxes for the rules you want, and then select Select.
   Remove the role from one or more security rules

   • Select the checkboxes for the rules you want, and then select Delete. You may be asked to confirm this.

Deleting a Role

When necessary, authorized operators can delete a role, though first all operators assigned to that role must be reassigned.

1. Using the Administration persona, select Roles from the Authorization menu. Or, select in the universal menu, and then select Role List under Administration, Authentication, and Authorization.
2. On the Role List page, select the checkbox for the role you want, and then select Delete. You may be asked to confirm this.