Symbient Opta User Documentation
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Predefined Lists
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Setup & Configuration
User Roles Predefined User Roles Assign User Roles Add User Roles Modify User Roles Delete User Roles
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Create Buyer Personas Delete Buyer Personas Search Buyer Personas
Create Contacts Custom Fields Delete Contacts Search Contacts
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Departments Designations Documents Employees Org Chart Policy Manager Process Manager Requests Time Tracker Manager
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Log Time
Create and Manage To-Do Lists
Create Plans Add Items to a Plan Modify Items on Plans Delete Items from Plans
Create a Category Add Fields to a Category
Create Inventory
Create a Product or Service Update Custom Fields on a Product or Service Add Inventory to a Product
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Create Projects Add Versions to Projects Add Tasks to Projects Add Attachments to Projects Manage Folders for Attachments Add Notes to Projects
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How to Create User Roles

Prerequisites: User Roles
 Alternatives: None See Also: User Roles
Modify Roles
Delete Roles
Predefined Roles


  1. Access the Roles screen from the Main Menu via expanding the Admin section and click on User Roles.
  2. To add new roles click on the Add button.
  3. This will bring up the Add/Edit Role screen.
  4. Add a "Name" (Required) and a Description (Optional).
  5. To activate the Role click on the "IsActive" then click on the Menus tabs.
  6. This will bring up the Add/Edit Role Menus Tab.
  7. On the Add/Edit Role Menu Tab is a list of every major functionality in Symbient Opta.
    1. These are listed under the "Name" heading and what area they are a part of under the "Parent" heading.
    2. Next is a heading labeled "Access" under this is a dropdown list that allows Admin level users the ability to change the level of access for the functionality listed under the "Name" header.
  8. The Access levels are:
    1. None
    2. READONLY
    3. READ/WRITE
    4. READ/WRITE/DELETE
  9. By setting each of these "Named" functionalities to the appropriate level you can craft new Roles with specific permissions for different personnel in your company.
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