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 - all Items
- INHERITED - items subordinated to projects, companies, contacts, or deals that I can view
- GROUP - items from the same group as I am
- RELATED - items related to me
- OWN - only my items
- NONE - no items
| View | Create | Edit | Delete | |
| Bookkeeping Records | RELATED | ALL | RELATED | NONE |
| Bonuses | RELATED | ALL | RELATED | NONE |
| Calendar | INHERITED | 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 | INHERITED | ALL | OWN | NONE |
| Emails | INHERITED | ALL | OWN | OWN |
| Exchange Rates | ALL | ALL | ALL | NONE |
| Individual Discounts | ALL | ALL | ALL | NONE |
| Journal | INHERITED | 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 | INHERITED | ALL | RELATED | OWN |
| Time Sheets | INHERITED | ALL | OWN | NONE |
| Trainings / Certifications | ALL | ALL | RELATED | RELATED |
| Users | ALL | NONE | RELATED | NONE |
| Work Commitments | ALL | ALL | RELATED | OWN |