User Roles

Understanding User Roles in Records365

Records365 provides 3 built-in roles with different permissions. Each permission is generally associated with specific functional areas and can help you control the correct access level for each user.

Users with the Records Visitor role can be granted additional access to functional areas via Security Profiles. For more information about Security Profiles see the Security Profiles page.

User Type Perform all actions Access all records Notes
Application Administrator N/A
Records Manager Cannot create, edit or delete connectors.
Records Visitor Actions can be granted through the use of Security Profiles.

When a user is associated with multiple roles, the highest priveleged role is applied to the user.