Changes

Manager Permissions

10 bytes added, 20:14, 31 October 2007
Manager Permissions Available
* '''Filters and Templates Permission''' – [[Role|Roles]] with this permission are able to share search filters, and email templates with all other users. All [[User|users]] can create filters and message templates, but the [[User|user]] needs to be in a [[Role|role]] associated with this manager permission in order to make the filter or template public.
* '''External Organisations Permission''' – [[Role|Roles]] with this permission are able to modify the details of external organisations, regardless of the account ownership. Generally, only the [[User|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.
* '''Transfer Account Ownership''' – [[Role|Roles]] with this permission are able to modify the ownership of multiple accounts at the same time. This functionality requires that the [[Sales tracking Tracking]] application be enabled. The feature is generally used in a sales setting where you wish to bulk change the ownership of accounts when someone leaves the organisation or a new sales person joins.
* '''Reports Permission''' – [[Role|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.
* '''View Custom Field History''' – Roles with this permission are able to view all the changes made to fields where the '''Track Changes ''' option has been selected.
* '''View External Page Access Statistics''' – [[Role|Roles]] with this permission are able to view the statistics associated with [[External|external]] web pages – these include pages associated with the [[Applicant Tracking]] System, [[Sign-Up Pages]] and any web pages accessed from [[Smart Folder|SmartFolders]].
* '''Workflows''' – [[Role|Roles]] with this permission are able to create and edit workflows. [[User|Users]] without this permission can participate in workflow driven processes, but are not able to view, edit or create new workflows.
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