Changes

Manager Permissions

296 bytes added, 17:02, 14 June 2013
Manager Permissions Available By Default
* '''People Relationships - View'''<!--VIEWRELATION--> - Roles with this permission are able to view relationship diagrams and add new relationships between contacts but only using the defined relationship types.
* '''Public Filters and Templates - Create'''<!--PUBLICTEMPFILADMIN--> - 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 manager permission in order to make the filter or template public.
* '''Reports - Export Data'''<!--EXPORTREPORT--> -Roles with this permission are able to export data from reports.
* '''Reports - Manager'''<!--REPORTADMIN--> - 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'''<!--VIEWWEBSTAT--> - 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]].
* '''Smart Folders - Manager'''<!--EDITSMARTFOLDERS--> - Roles with this permission can edit [[Smart Folders]].
* '''Use Desktop API'''<!--USEAPI--> -
* '''View Authenticated Servers'''<!--AUTHENTICATEDSERVERS--> -Roles with this option have the ability to access the "[[Authenticated Servers]]" page. The hyperlink for "Authenticated Servers" is made visible under the "Organization" heading in the left hand navigation bar for administrators.
* '''View Custom Field History'''<!--VIEWFIELDHISTORY--> - Roles with this permission are able to view all the changes made to [[custom fields]] where the [[Track Changes]] option has been selected.
* '''View Message Queue'''<!--VIEWMESSAGEQ--> -
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