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Roles
List of roles.
The user can create segmentations, edit or print a list, however there are other available actions.
Inserted roles will be shown on the field "Role" when creating or editing an entity contact.
General Actions
| Create: | Creates a role with the inserted data. The field "Name" is mandatory for the creation. |
| Erase: | Deletes the role. Once it's deleted it's impossible to retrieve it. |
| Activate: | Activates a role. |
| Deactivate: | Deactivates a role. |
| Print: | A screen will appear with all the referring data to the listed roles, that has the option of printing. |
| Excel: | The platform will download an Excel file. Inside that file there will be listed some data of the listed roles. |
Line Actions
| Edit: | The user can update the roles data. |