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| − | ==Setting Manager Permissions==
| + | #REDIRECT [[:Roles and Security Settings]] |
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| − | System and application manager functions are controlled through [[Role|role]] based permissions. You will need to set these permissions before you can fully configure the system.
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| − | These permissions control both permissions and restrictions:
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| − | * '''Permissions''' – enhanced functionality for people in a [[Role|role]] associated with the permission.
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| − | * '''Restrictions''' – reduced functionality for people in a [[Role|role]] associated with the restriction.
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| − | * [[Universal Tracking Application]] ([[UTA]]) Permissions – When you start to add your own [[Application|application]] to the system you will use the same settings page to control access to these [[Application|applications]].
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| − | 1. Click the [[Configuration Menu|Configuration]], Roles & Permissions [[Menu|menu]].
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| − | The '''Permission Settings''' are located at the bottom of the page.
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| − | [[Image:Perm.png]]
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| − | 2. Click the '''Manager Permissions''' link.
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| − | The '''Manager Permissions''' page is displayed.
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| − | [[Image:Perm2.png]] | |
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| − | Not all [[Role|roles]] displayed may exist in your [[Instance|instance]].
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| − | This screen is divided into a number of sections.
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| − | * Permissions, Restrictions and [[UTA]] Permissions (and restrictions) are selected from the left panel.
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| − | * [[Role|Roles]] that you may wish to associate with the selected permission are selected in the right panel.
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| − | * The '''Save''' button is displayed below the check boxes for the [[Role|role]] selection.
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| − | The number of [[Application|applications]] on the '''Permission''' list will vary depending on the [[Application|applications]] that you have chosen to subscribe.
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| − | ==Manager Permissions Available By Default==
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| − | * '''Allow Delete on MultiFile Fields'''<!--DELCUSFILES--> - Enables roles to delete files that have been uploaded to [[Custom Field Type: Link – Multiple Files|Link - Multiple File]] custom fields.
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| − | * '''Calendars - Create'''<!--CREATECALENDARS--> - Enables roles to create additional new calendars. All [[User|users]] have full control of their personal calendar regardless of this permission.
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| − | * '''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.
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| − | * '''Companies - Allow Save Draft when creating/editing Companies'''<!--SAVEDRAFTCOMPANIES--> - Displays "Save Draft" button on Company records in edit mode for enabled roles.
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| − | * '''Companies - Edit All External Companies'''<!--EDITEXTACCOUNT--> - Roles with this permission are able to modify the details of external organizations, regardless of the 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.
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| − | * '''Companies - Transfer Ownership'''<!--TRANSFERACC--> - Enables roles to transfer ownership of company records.
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| − | * '''Contacts - Allow Outlook Synchronization of All'''<!--SYNCALLCONTACTS--> - Enables roles to [[SmartSimple Outlook Synchronization|synchronize all contacts with Microsoft Outlook]].
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| − | * '''Contacts - Allow Save Draft when creating/editing Contacts'''<!--SAVEDRAFTCONTACTS--> - Displays "Save Draft" button on Contact records in edit mode for enabled roles.
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| − | * '''Create User List View'''<!--CREATEUSERLISTVIEW--> - Enables roles to create User [[List_View_Overview|List Views]].
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| − | * '''Debug Mode'''<!--DEBUG_MODE--> - Enables Debug Mode for selected roles.
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| − | * '''Discussion Groups - Create'''<!--CREATEDISCUSSIONS--> - Enables roles to [[Using Discussion Groups|create Discussion Groups]].
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| − | * '''Enable Persistent Login'''<!--PERSISTENTLOGIN--> - Used in conjunction with [[Personal_Settings#Additional_Personal_Settings|Persistent Login]] setting in user's Personal Settings. Allows user to bypass login screen using cookies.
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| − | * '''People Relationships - Edit'''<!--EDITRELATION--> -
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| − | * '''People Relationships - View'''<!--VIEWRELATION--> -
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| − | * '''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.
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| − | * '''Reports - Export Data'''<!--EXPORTREPORT--> -
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| − | * '''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.
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| − | * '''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]].
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| − | * '''Skills & Resume - Edit'''<!--EDITSKILLS--> -
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| − | * '''Smart Folders - Manager'''<!--EDITSMARTFOLDERS--> -
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| − | * '''Use Desktop API'''<!--USEAPI--> -
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| − | * '''View Authenticated Servers'''<!--AUTHENTICATEDSERVERS--> -
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| − | * '''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.
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| − | * '''View Message Queue'''<!--VIEWMESSAGEQ--> -
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| − | * '''View ObjectSync Exchange Logs'''<!--OBJSYNC--> -
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| − | * '''View Standard Field History'''<!--VIEWSTANDARDFIELDHISTORY--> -
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| − | * '''View User Access Audit Logs'''<!--USERACCESSAUDIT--> -
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| − | * '''Web Forms - Edit Results'''<!--EDITFORMRESULT--> -
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| − | * '''Web Forms - Manager'''<!--SURVEYADMIN--> -
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| − | * '''Web Forms - View Results'''<!--VIEWFORMRESULT--> -
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| − | * '''Workflows - Attach Workflow to Company'''<!--WORKFLOWATTACH--> -
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| − | * '''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.
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| − | ==Manager Permissions Associated with On-Demand Applications==
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| − | * '''Content Management - Manager'''<!--CMS_ADMIN--> - This Manager Permission will become visible when the [[Content management|Content Management application]] is enabled.
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| − | * '''Job Costing and Resources - Manager'''<!--PRJMAINTAIN--> - Enables permissions within Job Costing Application. [[Role|Roles]] with this permission are able to create and manage projects. This permission also provides the ability to add equipment, materials and other resources to the organization [[Hierarchy|hierarchy]], set rates, display and filter these resource types in the '''Organization chart''' view.
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| − | * '''Calendars Permission''' – [[Role|Roles]] with this permission are able All [[User|users]] are able to view and add entries to calendars, but only to the extent permitted by that specific calendar. All [[User|users]] have full control of their personal calendar regardless of this permission.
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| − | * '''Discussion Groups - Create''' - [[Role|Roles]] with this permission are able to add new discussion groups. All [[User|users]] are able to participate in the discussion groups, but only to the extent permitted by that specific discussion group. For example, a specific organisation may be added to the discussion, but everyone may be able to read the discussion.
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| − | * '''Enable Persistent Login Permission''' - [[Role|Roles]] with this permission are able to enable [[Personal_Settings|persistent login]] in the user's personal settings.
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| − | * '''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.
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| − | * '''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.
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| − | * '''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]] 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.
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| − | * '''[[Manager Permission – Reports and Dashboards|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.
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| − | * '''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.
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| − | * '''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]].
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| − | * '''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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| − | ==Special Manager Permissions==
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| − | The following permissions are used in specialized circumstances.
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| − | <u>'''People Relationship Permission'''</u>
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| − | You can establish people relationship diagrams within the system. Two permissions are used to control this feature.
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| − | * '''People Relationships – Edit''' - [[Role|Roles]] with this permission are able to create types or relationships such as colleague, partner spouse, etc.
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| − | * '''People Relationships – View''' - [[Role|Roles]] with this permission are able to view relationship diagrams and add new relationships between contacts but only using the defined relationship types.
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| − | <u>'''Web Form Related Permissions – Web Forms Application must be enabled'''</u>
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| − | * '''Edit Web Form Results''' - [[Role|Roles]] with this permission are able to edit the individual results of surveys, and assessments created in the Web Form application
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| − | * '''View Web Form Results''' - [[Role|Roles]] with this permission are able to view the individual results of surveys, and assessments created in the Web Form application. Other users can complete forms and the summary results, but cannot see the individual results.
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| − | ==Restrictions==
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| − | You can also use the restriction sections to restrict a role from certain features.
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| − | * '''Disable Activities''' – [[Role|Roles]] with this permission are not able to view activities for anyone including their own profile.
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| − | * '''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.
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| − | * '''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.
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| − | * '''Restrict Deleting Companies''' – [[Role|Roles]] with this permission are not able to delete Companies.
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| − | * '''Restrict Deleting Users''' – [[Role|Roles]] with this permission are not able to delete Users.
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| − | * '''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.
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| − | * '''Sales Tracking – Leads only''' – [[Role|Roles]] with this permission can only see the leads section in the [[Sales Tracking]] application.
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| − | * '''View Own Sales Accounts Only''' – [[Role|Roles]] with this permission are only able to see accounts where they are the owner of the account.
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| − | <u>'''Applying Manager Permission Changes'''</u>
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| − | Permission changes require that you log out and re-log in to the system.
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| − | [[Category:System Management]][[Category:Security]]
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