User Security Levels

User Security Levels Erick Vargas

Learn how to set and manage security levels here.

System Admin

  • Projects

    • Can view all projects in system

    • Can create new project

    • Can edit after saved

    • Can delete project they created

    • Can delete project another user created

  • Companies

    • Can view all companies in system

    • Can create new company

    • Can edit after saved

    • Can delete companies they created

    • Can delete companies another user created

  • Contacts

    • Can view all contacts in system

    • Can create new contact

    • Can edit after saved

    • Can delete contacts they created

    • Can delete contacts another user created

  • Calendar

    • Can share view with all users

    • Can create new calendar item

    • Can add user

    • Can delete shared view

  • Company Settings

    • Can view all tabs

    • Access to People tab

    • Access to Codes Tab

    • Sales Behaviors tab

    • Dash Report tab

    • Integrations tabs

    • Project Folders

    • Data Import tab

    • Can set quotas

    • Project Custom Fields

  • Your Settings

    • User Profile Tab

    • Security tab

    • API tab

    • Integrations tab

    • Can delete user

    • Can add user

  • Project Management

    • Full Access

    • View Only

  • Reports

    • Can export all reports

    • Can export as excel

    • Can export for users who report to them

Administrative

  • Projects

    • Can view all projects in system

    • Can create new project

    • Can edit after saved

    • Can delete project they created

    • Can delete project another user created

  • Companies

    • Can view all companies in system

    • Can create new company

    • Can edit after saved

    • Can delete companies they created

    • Can delete companies another user created

  • Contacts

    • Can view all contacts in system

    • Can create new contact

    • Can edit after saved

    • Can delete contacts they created

    • Can delete contacts another user created

  • Calendar

    • Can share view with all users

    • Can create new calendar item

    • Can add user

    • Can delete shared view

  • Company Settings

    • Can view all tabs

    • Access to People tab

    • Access to Codes Tab

    • Sales Behaviors tab

    • Dash Report tab

    • Integrations tabs

    • Project Folders

    • Data Import tab

    • Can set quotas

    • Project Custom Fields

  • Your Settings

    • User Profile Tab

    • Security tab

    • Integrations tab

    • Can delete user

    • Can add user

  • Project Management

    • Full Access

    • View Only

  • Reports

    • Can export all reports

    • Can export as excel

    • Can export for users who report to them

Executive

  • Projects

    • Can view all projects in system

    • Can create new project

    • Can edit after saved

  • Companies

    • Can view all companies in system

    • Can create new company

    • Can edit after saved

  • Contacts

    • Can view all contacts in system

    • Can create new contact

    • Can edit after saved


  • Calendar

    • Can share view with all users

    • Can create new calendar item

    • Can add user

    • Can delete shared view

  • Company Settings

    • Access to People tab

    • Integrations tabs

    • Can set quotas

  • Your Settings

    • User Profile Tab

    • Security tab

    • Integrations tab

    • Can add user

  • Project Management

    • Full Access

  • Reports

    • Can export all reports

    • Can export as excel

    • Can export for users who report to them


Senior Manager

  • Projects

    • Can view all projects in system

    • Can create new project

    • Can edit after saved

  • Companies

    • Can view all companies in system

    • Can create new company

    • Can edit after saved

  • Contacts

    • Can view all contacts in system

    • Can create new contact

    • Can edit after saved


  • Calendar

    • Can share view with all users

    • Can create new calendar item

    • Can add user

    • Can delete shared view

  • Company Settings

  • Your Settings

    • User Profile Tab

    • Security tab

    • Integrations tab

    • Can add user

  • Project Management

    • Full Access

    • View Only

  • Reports

    • Can export all reports

    • Can export as excel

Manager

  • Projects

    • Can create new project

    • Can edit after saved

    • Can see projects they are assigned to and the projects of someone who reports to them in Followup

  • Companies

    • Can view all companies in system

    • Can create new company

    • Cannot delete contacts or companies

  • Contacts

    • Can view all contacts in system

    • Can create new contact

    • Can edit after saved

    • Cannot delete contacts or companies

  • Calendar

    • Can share view with all users

    • Can create new calendar item

    • Can add user

    • Can delete shared view

  • Company Settings

  • Your Settings

    • User Profile Tab

    • Security tab

    • Integrations tab

    • Can add user

  • Project Management

    • Full Access

    • View Only

  • Reports

    • Can export for users who report to them

Staff

  • Projects

    • Can create new project

    • Can edit after saved

  • Companies

    • Can view all companies in system

    • Can create new company

  • Contacts

    • Can view all contacts in system

    • Can create new contact

    • Can edit after saved

  • Calendar

    • Can share view with all users

    • Can create new calendar item

    • Can add user

    • Can delete shared view

  • Company Settings

  • Your Settings

    • User Profile Tab

    • Security tab

    • Integrations tab


  • Project Management

    • Full Access

    • View Only

  • Reports

View Only

  • Projects

    • Can create new project

  • Companies

    • Can view all companies in system

  • Contacts

    • Can view all contacts in system

  • Calendar

    • Can share view with all users

    • Can create new calendar item

    • Can add user

    • Can delete shared view

  • Company Settings

    • Can view all tabs

    • Access to People tab

    • Access to Codes Tab

    • Sales Behaviors tab

    • Dash Report tab

    • Integrations tabs

    • Project Folders

    • Data Import tab

    • Can set quotas

    • Project Custom Fields

  • Your Settings

    • User Profile Tab

    • Security tab

    • API tab

    • Integrations tab

    • Can delete user

    • Can add user

  • Project Management

    • View Only

  • Reports

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