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edits
Changes
→Restrictions
Restriction settings are used to restrict a role from certain features.
* '''Companies - View Own Accounts Only '''<!--MYACCOUNTONLY--> - Roles with this permission restriction are only able to see accounts where they are the [[owner]] of the account.* '''Disable Company Hyperlinks'''<!--DISABLECOMPANYHYPERLINKS--> -Hyperlinks to company profiles are disabled for roles that have this restriction.* '''Disable User Hyperlinks'''<!--DISABLEUSERHYPERLINKS--> -Hyperlinks to user/contact profiles are disabled for roles that have this restriction.* '''Hide Company Activity Tab'''<!--DISABLECACTLIST--> -The Activity tab on company profiles is hidden for roles that have this restriction.* '''Hide New Company Tab'''<!--DISABLENEWCOMPTAB--> -The "New Company" option is hidden from roles possessing this restriction.* '''Hide New User Tab'''<!--DISABLENEWUSERTAB--> -The "New User" option is hidden from roles possessing this restriction.* '''Hide User Activity Tab'''<!--DISABLEACTLIST--> -The Activity tab on user/contact profiles is hidden for roles that have this restriction.* '''Notes - Read Only'''<!--NOTESREADONLY--> -Roles with this restriction are not able to edit [[Notes]].
* '''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 restriction are not able to delete Companies.* '''Restrict Deleting User'''<!--NODELETEUSER--> - [[Role|Roles]] with this permission restriction are not able to delete Users.
* '''Restrict Editing Activity'''<!--NOEDITACTIVITY--> - 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'''<!--VIEWLEADONLY--> - [[Role|Roles]] with this permission restriction 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'''<!--VIEWMYCOMPANYONLY--> -