About Security Rules, Roles, and Personas

Security rulesSecurity rules are used to control access to specific tools, controls, pages and other features in SalesConnect. Each security rule includes roles and/or operators who will have access to the items secured by that rule., 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 personasA 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. are all critical to each operator's SalesConnect experience. Some personas and roles may have the same names, but the functions they serve are actually very different.

Security rules determine what operators can see and do; rules control access to data, tools, controls, pages and other features in SalesConnect. Rules can limit access to specific operators and/or to operators assigned to specific roles. There are many, many security rules in SalesConnect, providing fine-tuned control over permissions. While some rules are managed and used by administrators to limit access to pages and controls in SalesConnect, most operators can create and maintain their own security rules to share items they create—like saved searches and export definitions—with others. See Manage your security rules in General Tips for more information about personal security rules.

Roles are linked to security rules so that all operators assigned to a particular role share access to the same basic data, tools, controls, pages, and other features. See Managing Roles for more information.

Personas are interfaces experiences crafted to put front and center the tools that are needed by the individuals performing particular tasks; each persona has its own menu set and dashboardThe dashboard is the first page you see when you log into SalesConnect. It provides an overview of summary information related to trades and assets. or home view. There isn't a one-to-one correspondence between roles and personas. For tasks performed less often, operators may need to switch to another persona to access the needed menu options. (In the Welcome menu at the top right of any page, select Personas, and then select the persona with the tools you want to use.) The menu options and other tools available while using a particular persona are largely determined by the permissions set by the security rules in force for one's role and operator ID.

Personas are what you want to do	Roles are what you are allowed to do
Each persona is crafted for those performing a particular set of job functions, operators who share goals, skills, attitude and behavior patterns.	Roles are the primary way in which security rules limit access to individual menu options, fields and controls, saved searches, export definitionsAn export definition is a set of columns that you can export from a SalesConnect table. You may be able to create, save and re-use export definitions., or other items in SalesConnect. Security rules can even limit the roles and operators who have access to some types of data.
Each persona includes specific menus. Each role typically has a default persona.	Each role represents a group of operators performing similar tasks and needing access to similar features. Every operator is assigned to a role.
Each persona is typically limited to operators belonging to specific roles, but flexible, since operators who cross boundaries and need access to tools for other personas can be granted that access.	The role to which you are assigned affects what you can see, regardless of the persona you are currently using.