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Manager Permissions

50 bytes added, 17:06, 24 April 2013
Manager Permissions Available
* '''External Organisations Permission''' – [[Role|Roles]] with this permission are able to modify the details of external organisations, regardless of the account ownership. Generally, only the [[User|user]] that “owns” the account can modify the account details; however, sometimes it is necessary to assign this type of access to an administrative role.
* '''Transfer Account Ownership''' – [[Role|Roles]] with this permission are able to modify the ownership of multiple accounts at the same time. This functionality requires that the [[Sales Tracking]] application be enabled. The feature is generally used in a sales setting where you wish to bulk change the ownership of accounts when someone leaves the organisation or a new sales person joins.
* '''[[Manager Permission – Reports and Dashboards|Reports Permission]]''' – [[Role|Roles]] with this permission are able to create reports, graphs based on those reports, and dashboards combining those graphs. Once created, each report and dashboard can be permissioned to other roles to view, but not to modify.
* '''View Custom Field History''' – Roles with this permission are able to view all the changes made to fields where the '''Track Changes''' option has been selected.
* '''View External Page Access Statistics''' – [[Role|Roles]] with this permission are able to view the statistics associated with [[External|external]] web pages – these include pages associated with the [[Applicant Tracking]] System, [[Sign-Up Pages]] and any web pages accessed from [[Smart Folder|SmartFolders]].
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