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Created page with "===Component Action Permission=== *'''Activity - Disable Delete'''<!--NODELETEACTIVITY--><!--Also in Manager Permissions - System Permissions--> - Applies to activities creat..."
===Component Action Permission===
*'''Activity - Disable Delete'''<!--NODELETEACTIVITY--><!--Also in Manager Permissions - System Permissions--> - 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'''<!--NOEDITACTIVITY--><!--Also in Manager Permissions - System Permissions--> - 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'''<!--DISABLECACTLIST--><!--Also in Manager Permissions - System Permissions--> - The Activity tab on company profiles is hidden for roles that have this restriction.
*'''Calendars - Create'''<!--CREATECALENDARS--><!--Also in Manager Permissions - System Permissions--> - Enables roles to create additional new calendars. All [[User|users]] have full control of their personal calendar regardless of this permission.
*'''Calendars - Manager'''<!--EDITCALENDARS--><!--Also in Manager Permissions - System Permissions--> - Enables roles to view and add entries to calendars. All [[User|users]] have full control of their personal calendar regardless of this permission.
*'''Discussion Groups - Access'''<!--DISCUSSIONACCESS--><!--Also in Manager Permissions - System Permissions--> - Enables roles to access [[Using Discussion Groups|Discussion Groups]].
*'''Discussion Groups - Create'''<!--CREATEDISCUSSIONS--><!--Also in Manager Permissions - System Permissions--> - Enables roles to [[Using Discussion Groups|create Discussion Groups]].
*'''Notes - View Only'''<!--NOTESREADONLY--><!--Also in Manager Permissions - System Permissions--> - Roles with this restriction are not able to edit [[Notes]].
*'''People Relationships - Access'''<!--VIEWRELATION--><!--Also in Manager Permissions - System Permissions--> - 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'''<!--EDITRELATION--><!--Also in Manager Permissions - System Permissions--> - Roles with this permission are able to create types or relationships such as colleague, partner spouse, etc.
*'''Public Filters and Templates - Create'''<!--PUBLICTEMPFILADMIN--><!--Also in Manager Permissions - System Permissions--> - 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'''<!--EXPORTREPORT--><!--Also in Manager Permissions - System Permissions--> - Roles with this permission are able to export data from reports.
*'''Reports - Manager'''<!--REPORTADMIN--><!--Also in Manager Permissions - System Permissions--> - 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--><!--Also in Manager Permissions - System Permissions--> - 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'''<!--EDITSKILLS--><!--Also in Manager Permissions - System Permissions--> - Roles with this permission can edit [[skills]] and [[resume]]s.
*'''Smart Folders - Manager'''<!--EDITSMARTFOLDERS--><!--Also in Manager Permissions - System Permissions--> - Roles with this permission can edit [[Smart Folders]].
*'''Workflows - Attach Workflow to Company'''<!--WORKFLOWATTACH--><!--Also in Manager Permissions - System Permissions--> - Roles with this permission are able to configure a [[Workflow Types|Company-type]] [[workflow]] to be triggered by a new company or modifications to a company record.
*'''Workflows - Manager'''<!--WORKFLOWADMIN--><!--Also in Manager Permissions - System Permissions--> - 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'''<!--TRANSNEW--> -
*'''Enable Time Entry Create'''<!--SHOWOTHERNEW--> -
*'''Enable Time Entry Create from Grants'''<!--SHOWL1TENEW--> -
*'''Disable Main Time & Expense Tab'''<!--HIDETOPTIMETAB--> -
*'''Disable Main Invoice Tab'''<!--HIDETOPINVOICETAB--> -
*'''Enable Void Invoice'''<!--SHOWVOIDINVOICEBUTTON--> -
*'''Activity - Disable Delete'''<!--NODELETEACTIVITY--><!--Also in Manager Permissions - System Permissions--> - 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'''<!--NOEDITACTIVITY--><!--Also in Manager Permissions - System Permissions--> - 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'''<!--DISABLECACTLIST--><!--Also in Manager Permissions - System Permissions--> - The Activity tab on company profiles is hidden for roles that have this restriction.
*'''Calendars - Create'''<!--CREATECALENDARS--><!--Also in Manager Permissions - System Permissions--> - Enables roles to create additional new calendars. All [[User|users]] have full control of their personal calendar regardless of this permission.
*'''Calendars - Manager'''<!--EDITCALENDARS--><!--Also in Manager Permissions - System Permissions--> - Enables roles to view and add entries to calendars. All [[User|users]] have full control of their personal calendar regardless of this permission.
*'''Discussion Groups - Access'''<!--DISCUSSIONACCESS--><!--Also in Manager Permissions - System Permissions--> - Enables roles to access [[Using Discussion Groups|Discussion Groups]].
*'''Discussion Groups - Create'''<!--CREATEDISCUSSIONS--><!--Also in Manager Permissions - System Permissions--> - Enables roles to [[Using Discussion Groups|create Discussion Groups]].
*'''Notes - View Only'''<!--NOTESREADONLY--><!--Also in Manager Permissions - System Permissions--> - Roles with this restriction are not able to edit [[Notes]].
*'''People Relationships - Access'''<!--VIEWRELATION--><!--Also in Manager Permissions - System Permissions--> - 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'''<!--EDITRELATION--><!--Also in Manager Permissions - System Permissions--> - Roles with this permission are able to create types or relationships such as colleague, partner spouse, etc.
*'''Public Filters and Templates - Create'''<!--PUBLICTEMPFILADMIN--><!--Also in Manager Permissions - System Permissions--> - 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'''<!--EXPORTREPORT--><!--Also in Manager Permissions - System Permissions--> - Roles with this permission are able to export data from reports.
*'''Reports - Manager'''<!--REPORTADMIN--><!--Also in Manager Permissions - System Permissions--> - 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--><!--Also in Manager Permissions - System Permissions--> - 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'''<!--EDITSKILLS--><!--Also in Manager Permissions - System Permissions--> - Roles with this permission can edit [[skills]] and [[resume]]s.
*'''Smart Folders - Manager'''<!--EDITSMARTFOLDERS--><!--Also in Manager Permissions - System Permissions--> - Roles with this permission can edit [[Smart Folders]].
*'''Workflows - Attach Workflow to Company'''<!--WORKFLOWATTACH--><!--Also in Manager Permissions - System Permissions--> - Roles with this permission are able to configure a [[Workflow Types|Company-type]] [[workflow]] to be triggered by a new company or modifications to a company record.
*'''Workflows - Manager'''<!--WORKFLOWADMIN--><!--Also in Manager Permissions - System Permissions--> - 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'''<!--TRANSNEW--> -
*'''Enable Time Entry Create'''<!--SHOWOTHERNEW--> -
*'''Enable Time Entry Create from Grants'''<!--SHOWL1TENEW--> -
*'''Disable Main Time & Expense Tab'''<!--HIDETOPTIMETAB--> -
*'''Disable Main Invoice Tab'''<!--HIDETOPINVOICETAB--> -
*'''Enable Void Invoice'''<!--SHOWVOIDINVOICEBUTTON--> -