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