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Manager Permissions

3,013 bytes removed, 16:06, 14 June 2013
Manager Permissions Associated with On-Demand Applications
* '''Content Management - Manager'''<!--CMS_ADMIN--> - This Manager Permission will become visible when the [[Content management|Content Management application]] is enabled.
* '''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.
 
 
* '''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.
* '''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.
* '''Enable Persistent Login Permission''' - [[Role|Roles]] with this permission are able to enable [[Personal_Settings|persistent login]] in the user's personal settings.
* '''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]] 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.
* '''[[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.
* '''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.
==Special Manager Permissions==
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