8,849
edits
Changes
→Manager Permissions Available By Default
* '''Calendars - Manager'''<!--EDITCALENDARS--> - Enables roles to view and add entries to calendars. All [[User|users]] have full control of their personal calendar regardless of this permission.
* '''Companies - Allow Save Draft when creating/editing Companies'''<!--SAVEDRAFTCOMPANIES--> - Displays "Save Draft" button on Company records in edit mode for enabled roles.
* '''Companies - Edit All External Companies'''<!--EDITEXTACCOUNT--> - Enables roles Roles with this permission are able to edit all modify the details of external companiesorganizations, not just companies in their branch regardless of the organization [[hierarchy]]account ownership. Generally, only the 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.
* '''Companies - Transfer Ownership'''<!--TRANSFERACC--> - Enables roles to transfer ownership of company records.
* '''Contacts - Allow Outlook Synchronization of All'''<!--SYNCALLCONTACTS--> - Enables roles to [[SmartSimple Outlook Synchronization|synchronize all contacts with Microsoft Outlook]].
* '''People Relationships - Edit'''<!--EDITRELATION--> -
* '''People Relationships - View'''<!--VIEWRELATION--> -
* '''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--> -* '''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]]. * '''Skills & Resume - Edit'''<!--EDITSKILLS--> -* '''Smart Folders - Manager'''<!--EDITSMARTFOLDERS--> -* '''Use Desktop API'''<!--USEAPI--> -* '''View Authenticated Servers'''<!--AUTHENTICATEDSERVERS--> -* '''View Custom Field History'''<!--VIEWFIELDHISTORY--> - Roles with this permission are able to view all the changes made to fields where the Track Changes option has been selected. * '''View Message Queue'''<!--VIEWMESSAGEQ--> -* '''View ObjectSync Exchange Logs'''<!--OBJSYNC--> -* '''View Standard Field History'''<!--VIEWSTANDARDFIELDHISTORY--> -* '''View User Access Audit Logs'''<!--USERACCESSAUDIT--> -* '''Web Forms - Edit Results'''<!--EDITFORMRESULT--> -* '''Web Forms - Manager'''<!--SURVEYADMIN--> -* '''Web Forms - View Results'''<!--VIEWFORMRESULT--> -* '''Workflows - Attach Workflow to Company'''<!--WORKFLOWATTACH--> -* '''Workflows - Manager'''<!--WORKFLOWADMIN--> - 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.
==Manager Permissions Associated with On-Demand Applications==