Privileges Tab

Use the Privileges tab to set access to CRM functions.

Note: Click the + to expand the item to get access to the lower levels.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Privileges

Update user access settings for CRM. You can allow or disallow user access per CRM item, for these actions:

Read
Change
Delete
Add

You can limit access to the All and Team records:

All not selected - User can access to Team and Mine records only.
All and Team not selected - User can access to Mine records only.

Additional options are:

Allow Security changes - Determines if you can update the Assign To detail on the Security tab of CRM Maintenance forms.
User Scripts - Authorise users to access user scripts.
System Scripts - Authorise users to access system scripts.

Default Team

Select the default CRM team for the user. The default team is used to allocate to records or to retrieve data for display when the Mine option is used:

User Preferences > More Privileges - You can specify the default team to use when the user creates new records is the Mine team.
Workflow Desks uses Team settings. The Mine options is available on a number of desks.

Sticky Note - Can delete on read/write

Select this option if a user can permanently remove a sticky note from any record that is accessed in read or write mode.

Note: This setting overrides the Delete privilege set on the parent record that the sticky note is linked to.

Sticky Note - Can change on read/write

Select this option if a user can modify a sticky note on any record that is accessed in read or write mode.

Note: This setting overrides the Change privilege set on the parent record that the sticky note is linked to.

Sticky Note - Can change on read only

Select this option if a user can modify a sticky note on any record that is accessed in read only mode.

For example, if selected and a quote is closed, then you can edit the sticky note linked to the quote.

Attachments - Can delete on read/write

Select this option if a user can permanently remove an attachment from any record that is accessed in read or write mode.

Note: This setting overrides the Delete privilege set on the parent record that the attachment is attached to.