You can add security roles from both the Permission Groups option in the Project Menu and from the App Designer. In this help topic, we will cover adding and configuring Security Roles from the App Designer.

  • Once the App Designer is open, and you go to the the Security Roles tab you will see that Security Roles pertaining to your industry have been pre-added for your SmartApp.

  • You can rename, copy, remove, disable, or make a role the default by clicking on the down caret to the right of the role name and selecting the option from the menu shown below.

  • To add a New Security Role, click the + Add button shown below.

How To?

How to Add Fields to Your SmartApp

How to Edit an App

How To Add Roles To Your App From The Designer 

How To Add Stages To Your App 

How To Add Stage/Role Security To Your App

Last Updated: Oct-20-22