Permissions
- Matt Kepple
There are several permissions that you can grant to users, over and above the default permissions that they receive based on the role(s) they have.
Permissions are different to Privacy. Privacy Controls allow you to control individual users' access to specific projects, contacts, stories, boards, tips, collections, metrics and strategies.
Permission | What it means? | Who can grant it, from where, how it works and how to do it? |
|---|---|---|
Delete Contacts | Users with this permission can delete contacts | From Where: Organisation Preferences By Who: Organisation Admin How it works: permission to delete contacts can be assigned to all the users at a particular Role Level How to do it: Follow the instructions |
Create Cases | Users with permission to create cases | From Where: Project Preferences By Who: Project Manager or Organisation Admin How it works: By default, Project Managers and Organisation Admins are the only users who have permission to create cases but you can grant that permission to other users in the project How to do it: Follow the instructions |
Create Events | Users with permission to create events | From Where: Project Preferences By Who: Project Manager or Organisation Admin How it works: By default, Project Managers and Organisation Admins are the only users who have permission to create events but you can grant that permission to other users in the project How to do it: Follow the instructions |