NOTICE: You are in the old ClientSpace Help system. Please link to the new ClientSpace Help here https://extranet.clientspace.net/helpdoc/home/ClientSpace.htm

Administering Role Security

  1. Go to System Admin   > Security > Roles.
    The Security Roles list is displayed.
  2. Roles can be filtered by Role Title, Users that are associated with the role, or Entity Name of the associated Security Entities.



  3. If a user needs access to a particular security entity, one of two things can be done:
    • The user can be added to a role that already contains the required entity by filtering roles by the targeted entity.
    • The security entity can be added to a role that the user is already associated with by filtering roles.
  4. Add the appropriate View, Add, Edit, Delete, and Admin rights for the role.


To see if a user is already in a role with a specific entity, filter the Roles by user and Entity.

You can also use a wildcard when searching for roles. When setting search parameters, place a % symbol before your search string to make it a wildcard keyword search.  ex %Service Case

NOTICE: You are in the old ClientSpace Help system. Please link to the new ClientSpace Help here https://extranet.clientspace.net/helpdoc/home/ClientSpace.htm