User Roles Guide
Complexity | Intermediate |
|---|---|
EMS Compatible |
|
iMIS 2017 Compatible |
|
Actions | Insert, Insert w/ Matching Help, Update, Insert / Update |
Overview
This article shares details on how to work with user roles data.
Mapping
Required Fields
iMIS ID - The ID of the user who having their user roles changed. Use the Contact Details Source to match on the iMIS ID.
Optional Fields
A role that maps to a TRUE value will get added to the user while a role that maps to a FALSE value will get removed from the user. Any roles that do not get mapped will not be affected.
CompanyAdministrator - Gives the record company administrator access.
Content Administrator - Gives the record content administrator access.
Custom Role - A user-defined role for specific access.
Everyone - A default role that applies to all records.
iEmail_ContactSearch - A role which gives access to contact search in iEmail.
Journal Access - Gives the record journal access.
Membership Management - Allows the user to manage membership data.
New Custom Role Test - A role to test new custom roles.
OnBehalfOf - Allows the record to impersonate other records.
RemoteService - Gives access to remote services.
Technical Service Management - Gives access to managing technical services.
The User Roles source will list out all available roles for the connected iMIS instance – roles and their descriptions can be found in iMIS under Community > Security > Roles
Sample Spreadsheet for Updating User Roles
Sample Mapping for User Roles
