Difference between revisions of "System Security Permissions"

Revision as of 14:33, 21 July 2014

Company Permission

• Disable Delete -
• Enable Batch Update Owner -
• Enable Edit All Companies -
• Enable Save Draft -
• Hide New Company Menu Item on Company Profile -
• Restrict Company Access to Companies with Categories -
• Restrict Company and Contact Access to Assigned Category Permissions -
• Restrict Company and Contact Access to Associated Companies -
• Restrict Company and Contact Access to User Owned Companies -
• Restrict Company and Contact Access to User Owned Companies and Company of User -

User Permission

• Disable Delete -

• Enable Outlook Synchronization -

• Enable Save Draft -

Component Action Permission

• Activity - Disable Delete - Applies to activities created under the company, user, or calendar. Activities for leads and opportunities in Sales Tracking will not be affected.

• Activity - Disable Edit - Applies to activities created under the company, user, or calendar. Activities for leads and opportunities in Sales Tracking will not be affected.

• Activity - Hide Activities Tab in Company Profile - The Activity tab on company profiles is hidden for roles that have this restriction.

• Calendars - Create - Enables roles to create additional new calendars. All users have full control of their personal calendar regardless of this permission.

• Calendars - Manager - Enables roles to view and add entries to calendars. All users have full control of their personal calendar regardless of this permission.

• Discussion Groups - Access - Enables roles to access Discussion Groups.

• Discussion Groups - Create - Enables roles to create Discussion Groups.

• Notes - View Only - Roles with this restriction are not able to edit Notes.

• People Relationships - Access - Roles with this permission are able to view relationship diagrams and add new relationships between contacts but only using the defined relationship types.

• People Relationships - Edit - Roles with this permission are able to create types or relationships such as colleague, partner spouse, etc.

• Public Filters and Templates - Create - Roles with this permission are able to share search filters, and email templates with all other users. All users can create filters and message templates, but the user needs to be in a role associated with this visibility permission in order to make the filter or template public.

• Reports - Export Data - Roles with this permission are able to export data from reports.

• Reports - Manager - 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.

• Reports - Web Pages - Statistics - Roles with this permission are able to view the statistics associated with external web pages – these include pages associated with the Applicant Tracking System, Sign-Up Pages and any web pages accessed from SmartFolders. See Web Traffic Metrics for more information.

• Skills & Resume - Edit - Roles with this permission can edit skills and resumes.

• Smart Folders - Manager - Roles with this permission can edit Smart Folders.

• Workflows - Attach Workflow to Company - Roles with this permission are able to configure a Company-type workflow to be triggered by a new company or modifications to a company record.

• Workflows - Manager - Roles with this permission are able to create and edit workflows. Users without this permission can participate in workflow-driven processes, but are not able to view, edit or create new workflows.

Miscellaneous Feature Permission

• Enable Transaction Create -

• Enable Time Entry Create -

• Enable Time Entry Create from Grants -

• Disable Main Time & Expense Tab -

• Disable Main Invoice Tab -

• Enable Void Invoice -

See Also

• Visibility Permissions