Page 50 - Microsoft Word - Using Adhoc & Analytics Expressview Reports - Participant Guide (SDL).docx

Self – User can only read, edit, and delete records they created
Firm Org – User can only read, edit, and delete records that match their Firm Org
associations within their Personnel record

Each of the three levels is combined with the following to define itself within the various
modules:

Read - can read data on records
Write – can edit or write data to records
Delete – can delete entire data records

For a newly created user groups, all keys are turned off by default, and appear read. You
can turn on keys by clicking the red lock icon, which will close the lock and turn the icon
green.

To turn on many keys at once instead of one by one, you can click Full Write to
turn on Full Read. If granting delete permissions, you can turn on Full Delete,
which will turn on Full Write and Full Read. This will also turn on corresponding
Self-labeled and Firm Org-labeled keys if included in that module.

Use Appendix B – Permission Lists as a resource for setting recommended permissions for
your user groups.

Activity 12.2 – Set user permission groups

For demonstration purposes, permissions will be turned on just for Contact
Manager modules.

Activity Steps

1. Click the Administration button
a. Hover over General Administration
Select User Manager from the secondary dropdown menu
2. In the top-left pane, select the Seller Doer User Group
3. At the top of the bottom pane, select the Users: Seller Doer User Group
Permission tab
4. In the bottom-left pane, select Contact Manager
5. Click on the red lock icon for Full Delete
6. In the bottom-left pane, select Activities
7. Click on the red lock icon for Full Delete
8. In the bottom-left pane, select Leads
9. Click on the red lock icon for Full Delete
10. In the bottom-left pane, select Opportunities
11. Click on the red lock icon for Full Delete

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