A custom role can be specifically used to view a Person > Competencies Tab
Create a Custom Role = Person Competencies
- Login as System Administrator
- Navigate to Settings > Manage Users > Custom User Role
- Click 'Add Custom User Role' button
- Enter Name (e.g. View Person Competencies)
- Select Features = Person Competencies
- Click 'Save' button
Map Custom Role to a Person
- Login as Editor, Administrator, or System Administrator
- Navigate to Person > Product Settings > Custom Roles
- Select 'Add Custom Role' button
- Select View Person Competencies
- Click 'Save' button
| TeamTray: Add New | View | Add | Edit | Delete |
| Action | 🟩 | |||
| TeamTray: People | View | Add | Edit | Delete |
| Person Details (their own) | 🟩 | |||
| Person Contact Details (their own) | 🟩 | 🟩 | 🟩 | |
| Person Documents (their own) | 🟩 | |||
| Person Competencies (their own and others) | 🟩 | 🟩 | 🟩 | 🟩 |
| Person Actions (their own) | 🟩 | 🟩 | ||
| Account Settings (their own) | 🟩 | |||
| Incoming Reports | View | Add | Edit | Delete |
| View Reports | 🟩 | |||
| Calendar | View | Add | Edit | Delete |
| Add Action | 🟩 | |||
| View their own calendar | 🟩 | |||
| Document Library | View | Add | Edit | Delete |
| Add Document | 🟩 | |||
| View Documents | 🟩 | |||
| My Tasks | ||||
| Actions | 🟩 | |||
| Reports | 🟩 |