Changes

Manager Permissions

394 bytes added, 16:33, 14 June 2013

→‎Restrictions

==Restrictions==

You can also use the restriction sections Restriction settings are used to restrict a role from certain features.* '''Disable Activities''' – [[Role|Roles]] with this permission are not able to view activities for anyone including their own profile.* '''Job Costing View Only''' – [[Role|Roles]] with this permission are not able to create or edit projects but they are able to view their details.* '''Restrict Deleting Activities''' – Applies to activities created under the company, user, or calendar. Activities for leads and opportunities in Sales Tracking will not be affected. * '''Restrict Deleting Companies''' – [[Role|Roles]] with this permission are not able to delete Companies.* '''Restrict Deleting Users''' – [[Role|Roles]] with this permission are not able to delete Users.* '''Restrict Editing Activities''' – Applies to activities created under the company, user, or calendar. Activities for leads and opportunities in Sales Tracking will not be affected. * '''Sales Tracking – Leads only''' – [[Role|Roles]] with this permission can only see the leads section in the [[Sales Tracking]] application.* '''View Own Sales Accounts Only''' – [[Role|Roles]] with this permission are only able to see accounts where they are the owner of the account.

* '''Companies - View Own Accounts Only '''<!--MYACCOUNTONLY--> - Roles with this permission are only able to see accounts where they are the [[owner]] of the account.* '''Disable Company Hyperlinks'''<!--DISABLECOMPANYHYPERLINKS--> -* '''Disable User Hyperlinks'''<!--DISABLEUSERHYPERLINKS--> -* '''Hide Company Activity Tab'''<!--DISABLECACTLIST--> -* '''Hide New Company Tab'''<!--DISABLENEWCOMPTAB--> -* '''Hide New User Tab'''<!--DISABLENEWUSERTAB--> -* '''Hide User Activity Tab'''<!--DISABLEACTLIST--> -* '''Notes - Read Only'''<!--NOTESREADONLY--> -* '''Restrict Deleting Activity'''<!--NODELETEACTIVITY--> - Applies to activities created under the company, user, or calendar. Activities for leads and opportunities in Sales Tracking will not be affected. * '''Restrict Deleting Company'''<!--NODELETECOMPANY--> - [[Role|Roles]] with this permission are not able to delete Companies.* '''Restrict Deleting User'''<!--NODELETEUSER--> - [[Role|Roles]] with this permission are not able to delete Users.* '''Restrict Editing Activity'''<u!--NOEDITACTIVITY-->- Applies to activities created under the company, user, or calendar. Activities for leads and opportunities in Sales Tracking will not be affected. * '''Applying Manager Permission ChangesSales Tracking - Leads Only'''<!--VIEWLEADONLY--> - [[Role|Roles]] with this permission can only see the leads section in the [[Sales Tracking]] application.* '''View Assigned Company Category Only'''<!--VIEWASSIGNEDCATONLY--> -* '''View Associated Company Only'''<!--ASSOCIATEDCOMPANYONLY--> -* '''View Own Company Contact Only'''</u!--VIEWMYCOMPANYONLY-->- ==Applying Manager Permission Changes==

Permission changes require that you log out and re-log in to the system.

[[Category:System Management]][[Category:Security]]

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Arthur Lathrop

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