Default Permission Settings: 'User' Group

The summary of permissions is listed in the table below. These permissions are defined for the 'User' 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
Bonuses RELATED ALL RELATED NONE
Bookkeeping Records INHERITED ALL RELATED OWN
Calendar INHERITED ALL RELATED OWN
Categories ALL NONE NONE NONE
Companies RELATED ALL RELATED OWN
Contacts RELATED ALL RELATED OWN
Deals RELATED ALL RELATED OWN
Discount Lists ALL NONE NONE NONE
Documents INHERITED ALL RELATED OWN
Emails INHERITED ALL RELATED OWN
Exchange Rates ALL NONE NONE NONE
Goals RELATED NONE NONE NONE
Journal INHERITED ALL RELATED OWN
Leaves ALL ALL RELATED NONE
Marketing RELATED ALL RELATED OWN
Marketing List ALL ALL RELATED OWN
Payments ALL NONE NONE NONE
Price List ALL NONE NONE NONE
Prices ALL NONE NONE NONE
Products ALL ALL RELATED OWN
Products in Bookkeeping Records ALL ALL ALL ALL
Products in Sets ALL NONE NONE NONE
Projects RELATED ALL RELATED OWN
Reports GROUP NONE NONE NONE
Resource Plan ALL NONE NONE NONE
Salaries RELATED NONE NONE NONE
Skills ALL ALL RELATED OWN
Tasks INHERITED ALL RELATED OWN
Time Sheets INHERITED ALL RELATED OWN
Trainings / Certifications ALL ALL RELATED OWN
Users ALL NONE OWN NONE
Work Commitments ALL ALL RELATED OWN