8,849
edits
Changes
→Manager Permissions Available By Default
* '''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.
* '''Companies - Transfer Ownership'''<!--TRANSFERACC--> - Enables roles to transfer ownership of company records.
* '''Contacts - Allow Outlook Synchronization of All'''<!--SYNCALLCONTACTS--> - Enables roles to [[SmartSimple Outlook SynchronizationSmartSimple_Microsoft_Outlook_Synchronization_-_Initial_Setup#SmartSimple_Manager_Permissions|synchronize all contacts with Microsoft Outlook]].
* '''Contacts - Allow Save Draft when creating/editing Contacts'''<!--SAVEDRAFTCONTACTS--> - Displays "Save Draft" button on Contact records in edit mode for enabled roles.
* '''Create User List View'''<!--CREATEUSERLISTVIEW--> - Enables roles to create User [[List_View_Overview|List Views]].
