Please Note: This article pertains to functionality in the Latest Version of Treez. If you are not yet on the Latest Version of Treez, you will need to click this link for Role Management.

Glossary:

Role Management Screen - The Role Management screen is the screen users see when they click on “Role Management” from the Organization Settings menu. This screen displays a list of available roles

Permission Set - A group of permissions which relate to the same Treez module. In the permissions assignment flow, these are the top level categories which can be expanded and collapsed.

Permissions Screen - A step in the Role Create and Role Edit workflows where a user can check boxes to assign Permissions to a Role

User Role Info Screen - A step in the Role Create and Role Edit workflow where a user can edit the name and description of a Role.

Flyout Menu - A menu that appears when a user clicks the kebob (3 dots) icon in Role Management.