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Default Permission Settings: 'Sales Manager' Group

The summary of permissions is listed in the table below. These permissions are defined for the 'Sales Manager' group within the default settings. In the first column is the name of the module to which the permissions relate and in the other columns are the operations and permissions for them in a given column. The purpose of permissions can be found in the article Set User Permissions. For non-listed modules all permissions are set to NONE.

Legend of particular permissions:

  • ALL - Operations can be performed without restrictions
  • DEDICATED - Operations are restricted to items which are linked to Projects, Companies, Contacts and Deals which the user has permission to view
  • RELATED - The user obtains permissions for items which are directly related to him. For example, theuser who is in a project team can write time sheets to this project.
  • OWN - The user has permissions only to the items which he created.
  • NONE - No permission for any items.
  • GROUP - The operation is allowed only if the user is linked with the same category (group) as the item with which the user wants to work.

 

View Create Edit Delete
Bookkeeping Records RELATED ALL RELATED NONE
Bonuses RELATED ALL RELATED NONE
Calendar DEDICATED ALL RELATED OWN
Companies ALL ALL ALL NONE
Contacts ALL ALL ALL NONE
Deals RELATED ALL RELATED NONE
Discount Lists ALL ALL ALL NONE
Documents DEDICATED ALL OWN NONE
Emails DEDICATED ALL OWN OWN
Exchange Rates ALL ALL ALL NONE
Individual Discounts ALL ALL ALL NONE
Journal DEDICATED ALL OWN NONE
Leaves ALL ALL RELATED NONE
Marketing RELATED ALL RELATED NONE
Marketing List ALL ALL ALL NONE
Products ALL ALL ALL NONE
Products in Bookkeeping Records ALL ALL ALL NONE
Project Assignments ALL ALL ALL NONE
Projects RELATED ALL RELATED NONE
Reports ALL NONE NONE NONE
Salaries RELATED NONE NONE NONE
Skills ALL ALL RELATED RELATED
Tasks DEDICATED ALL RELATED OWN
Time Sheets DEDICATED ALL OWN NONE
Trainings / Certifications ALL ALL RELATED RELATED
Users ALL NONE RELATED NONE
Work Commitments ALL ALL RELATED OWN