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| − | [[Image:PermissionsTabs-System.png|link=]] | + | #REDIRECT [[System Feature Permissions]] |
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| − | ==Setting Manager Permissions==
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| − | System and application manager functions are controlled through 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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| − | word-wrap: break-word;">Permissions – enhanced functionality for people in a role associated with the permission.
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| − | Restrictions – reduced functionality for people in a role associated with the restriction.</pre>
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| − | * 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]] listed under the '''UTA Permissions''' heading will vary depending on the [[Application|applications]] to which 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_Microsoft_Outlook_Synchronization_-_Initial_Setup#SmartSimple_Manager_Permissions|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 [[System Settings#Persistent Login|Persistent Login]] setting in user's Personal Settings. Allows user to bypass login screen using cookies.
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| − | * '''People Relationships - Edit'''<!--EDITRELATION--> - Roles with this permission are able to create types or relationships such as colleague, partner spouse, etc.
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| − | * '''People Relationships - View'''<!--VIEWRELATION--> - 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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| − | * '''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--> - Roles with this permission are able to export data from reports.
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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]]. See [[Web Traffic Metrics]] for more information.
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| − | * '''Skills & Resume - Edit'''<!--EDITSKILLS--> - Roles with this permission can edit [[skills]] and [[resume]]s.
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| − | * '''Smart Folders - Manager'''<!--EDITSMARTFOLDERS--> - Roles with this permission can edit [[Smart Folders]].
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| − | * '''Use Desktop API'''<!--USEAPI--> - Roles with this permission can use the [[API|Desktop API]].
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| − | * '''View Authenticated Servers'''<!--AUTHENTICATEDSERVERS--> - Roles with this option have the ability to access the "[[Authenticated Servers]]" page. The hyperlink for "Authenticated Servers" is made visible under the "Organization" heading in the left hand navigation bar for administrators.
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| − | * '''View Custom Field History'''<!--VIEWFIELDHISTORY--> - Roles with this permission are able to view all the changes made to [[custom fields]] where the [[Track Changes]] option has been selected.
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| − | * '''View Message Queue'''<!--VIEWMESSAGEQ--> - Allows roles with this permission to access the [[Message Queue|message queue]].
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| − | * '''View ObjectSync Exchange Logs'''<!--OBJSYNC--> - Allows roles with this permission to access the [[ObjectSync]] Exchange Logs.
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| − | * '''View Recently Viewed'''<!--VIEWRECENTLYVIEWED--> - Allows roles with this permission to access the [[Recently Viewed]] panel.
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| − | * '''View Standard Field History'''<!--VIEWSTANDARDFIELDHISTORY--> - Roles with this permission are able to view all the changes made to [[standard fields]] where the [[Track Changes]] option has been selected.
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| − | * '''View User Access Audit Logs'''<!--USERACCESSAUDIT--> - Roles with this permission are able to access the [[User/Contact Security Audit|User Access Audit Logs]].
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| − | * '''Workflows - Attach Workflow to Company'''<!--WORKFLOWATTACH--> - 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.
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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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| − | ==Restrictions==
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| − | Restriction settings are used to restrict a role from certain features.
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| − | * '''Companies - View Own Accounts Only '''<!--MYACCOUNTONLY--> - Roles with this restriction are only able to see accounts where they are the [[owner]] of the account.
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| − | * '''Disable Company Hyperlinks'''<!--DISABLECOMPANYHYPERLINKS--> - Hyperlinks to company profiles are disabled for roles that have this restriction.
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| − | * '''Disable User Hyperlinks'''<!--DISABLEUSERHYPERLINKS--> - Hyperlinks to user/contact profiles are disabled for roles that have this restriction.
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| − | * '''Hide Company Activity Tab'''<!--DISABLECACTLIST--> - The Activity tab on company profiles is hidden for roles that have this restriction.
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| − | * '''Hide New Company Tab'''<!--DISABLENEWCOMPTAB--> - The "New Company" option is hidden from roles possessing this restriction.
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| − | * '''Hide New User Tab'''<!--DISABLENEWUSERTAB--> - The "New User" option is hidden from roles possessing this restriction.
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| − | * '''Hide User Activity Tab'''<!--DISABLEACTLIST--> - The Activity tab on user/contact profiles is hidden for roles that have this restriction.
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| − | * '''Notes - Read Only'''<!--NOTESREADONLY--> - Roles with this restriction are not able to edit [[Notes]].
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| − | * '''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.
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| − | * '''Restrict Deleting Company'''<!--NODELETECOMPANY--> - [[Role|Roles]] with this restriction are not able to delete Companies.
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| − | * '''Restrict Deleting User'''<!--NODELETEUSER--> - [[Role|Roles]] with this restriction are not able to delete Users.
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| − | * '''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.
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| − | * '''Sales Tracking - Hide Settings tab'''<!--SALESFORCEHIDESETTINGS--> - [[Role|Roles]] with this restriction cannot see the Settings tab within the [[Sales Tracking]] application.
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| − | * '''Sales Tracking - Leads Only'''<!--VIEWLEADONLY--> - [[Role|Roles]] with this restriction can only see the leads section in the Sales Tracking application.
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| − | * '''Sales Tracking - Restrict Deleting Opportunities'''<!--SALESFORCEDELETE--> - [[Role|Roles]] with this restriction will not have the ability to delete opportunities either via the List View or while editing the opportunity within the [[Sales Tracking]] application.
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| − | * '''View Assigned Company Category Only'''<!--VIEWASSIGNEDCATONLY--> - [[Role|Roles]] with this restriction can only see the [[Client Categories|categories]] which have been assigned to their company.
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| − | * '''View Associated Company Only'''<!--ASSOCIATEDCOMPANYONLY--> - [[Role|Roles]] with this restriction can only see their own company and those companies that have been associated with their company.
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| − | * '''View Own Company Contact Only'''<!--VIEWMYCOMPANYONLY--> - [[Role|Roles]] with this restriction can only see the contacts associated with their company in the [[organization]] [[hierarchy]].
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| − | ==See Also==
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| − | * [[Manager Permissions]]
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| − | * [[Manager Permissions - Application Permissions|Application Permissions]]
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| − | * [[Manager Permissions - UTA Permissions|UTA Permissions]]
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| − | * [[Arcadia - Manager Permissions|Arcadia Permissions]]
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| − | [[Category:System Management]][[Category:Security]]
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This article is deprecated and the information contained within may no longer be correct.
