User Roles

User roles determine what users can access and what records they can edit. There are 4 types of user roles:

ADMINISTRATOR

User with this role:

  • has fully access to all modules and functions
  • has access the global application settings (user accounts, security, numerical series...)
  • no restrictions to data access apply to administrators
  • simply said, administrator can do absolutely everything :-)

 

FULL THROTTLE

User with this role:

  • has full access to all modules and functions
  • doesn't have access to global application settings (user accounts, security, picklists...)
  • is subjected to security settings (security levels, exports, record locking...)

 

CERTAIN RESTRICTIONS

This role is based on the Full throttle user role but also user has the following restrictions:

  • doesn't have the authorization to create new Products and to edit standard prices of a Product (user can only classify products to Price lists and Business deals and edit their price list and sales prices)
  • doesn't have authorization to create new picklist items or edit the existing ones
  • doesn't have the authorization to see expenses and profit fields of deals

 

READONLY

This role is based on the Certain restrictions user role but also user has the following restrictions:

  • doesn't have authorization to create new records or edit existing ones
  • only has the right to view records

 

User Roles Settings

A user role can only be set by an administrator.

Click the Settings option to set a role.

Select Users Administration button.

 

Select a user and click on his name.

 

Select the Change authorization button.

Set the selected user's role and save the changes.

 

In the security settings, you can further set:

Powered by Zendesk