Skip to content
English
More support
  • There are no suggestions because the search field is empty.

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 projects they created

    • Can delete projects 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

    • Can export company list

  • 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
    • Can export contact list

  • 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

    • Company Profile tab
    • Companies Custom Fields tab
    • Contacts Custom Fields tab
    • Dash Report tab
    • Data Import tab
    • Edit Field Labels tab
    • ERP Integration tab

    • People tab (can add/lock/delete users, change user license level, set user managers/manager alerts, set quotas, set sales behavior settings)

    • Project Data tab
    • Project Folders tab
    • Project Custom Fields tab
    • Proposal Settings tab
    • Required Fields tab
    • Sales Activities tab 

    • Integrations tabs

  • Your Settings

    • User Profile tab

    • Security tab

    • API tab

    • Integrations tab

    • Default Settings tab
    • Calendar Sync tab

  • Project Management

    • Full Access

    • View Only

  • Reports

    • Can export all reports

    • Can export as excel

ADMINISTRATIVE

  • Projects

    • Can view all projects in system

    • Can create new projects

    • Can edit after saved

    • Can delete projects they created

    • Can delete projects 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

    • Can export company list

  • 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
    • Can export contact list

  • Calendar

    • Can share view with all users

    • Can create new calendar item

    • Can add user

    • Can delete shared view

  • Company Settings

    • Company Profile tab
    • Companies Custom Fields tab
    • Contacts Custom Fields tab
    • Data Import tab
    • Edit Field Labels tab
    • People tab (can add users, lock users, set user managers/manager alerts and set quotas)
    • Project Folders tab
    • Project Custom Fields tab
    • Proposal Settings tab
    • Integrations tabs

  • Your Settings

    • User Profile Tab

    • Security tab

    • API tab

    • Integrations tab

    • Default Settings tab

    • Calendar Sync tab

  • Project Management

    • Full Access

    • View Only

  • Reports

    • Can export all reports

    • Can export as excel

EXECUTIVE

  • Projects

    • Can view all projects in system

    • Can create new project

    • Can edit after saved

    • Can delete projects they created

    • Can delete projects another user created

  • Companies

    • Can view all companies in system

    • Can create new company

    • Can edit after saved

    • Can export company list

  • Contacts

    • Can view all contacts in system

    • Can create new contact

    • Can edit after saved

    • Can export contact list

  • 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 (can add users, set user managers/manager alerts and set quotas)

    • Integrations tabs

    • Edit Field Labels tab

    • Proposal Settings tab

  • Your Settings

    • User Profile tab

    • Security tab

    • API tab

    • Integrations tab

    • Default Setting tab
    • Calendar Sync tab

  • Project Management

    • Full Access

  • Reports

    • Can export all reports

    • Can export as excel

SENIOR MANAGER

  • Projects

    • Can view all projects in system

    • Can create new projects

    • Can edit after saved

  • Companies

    • Can view all companies in system

    • Can create new company

    • Can edit after saved

    • Can export company list

  • Contacts

    • Can view all contacts in system

    • Can create new contact

    • Can edit after saved

    • Can export contact list

  • Calendar

    • Can share view with all users

    • Can create new calendar item

    • Can add user

    • Can delete shared view

  • Company Settings

    • None

  • Your Settings

    • User Profile Tab

    • Security tab

    • API tab

    • Integrations tab

    • Default Settings tab
    • Calendar Sync tab

  • Project Management

    • Full Access

    • View Only

  • Reports

    • Can export all reports

    • Can export as excel

MANAGER

  • Projects

    • Can create new projects

    • Can edit after saved (projects they are assigned to and the projects of those who report to them)

    • Can view 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

    • Can edit after saved

    • Cannot delete companies

    • Cannot export company list

  • Contacts

    • Can view all contacts in system

    • Can create new contact

    • Can edit after saved

    • Cannot delete contacts
    • Cannot export contact list

  • Calendar

    • Can view activities for all users

    • Can share view with all users

    • Can create new calendar item

    • Can delete shared view

  • Company Settings

    • None

  • Your Settings

    • User Profile Tab

    • Security tab
    • API tab
    • Integrations tab
    • Default Settings tab
    • Calendar Sync tab

  • Project Management

    • Full Access

    • View Only

  • Reports

    • Can export for users who report to them

STAFF

  • Projects

    • Can create new projects

    • Can view only projects they are assigned to

    • Can edit projects they are assigned to after saved

  • Companies

    • Can view all companies in system

    • Can create new company

    • Cannot edit after saved
    • Cannot export company list

  • Contacts

    • Can view all contacts in system

    • Can create new contact

    • Cannot edit after saved
    • Cannot export contact list

  • Calendar

    • Can create calendar views for activities they are assigned to

    • Can share view with all users

    • Can create new calendar item

    • Can delete view

  • Company Settings

    • None

  • Your Settings

    • User Profile Tab

    • Security tab

    • API tab

    • Integrations tab

    • Default Settings tab
    • Calendar Sync tab

  • Project Management

    • Full Access

    • View Only

  • Reports

    • Can export for projects they are assigned to

VIEW ONLY

  • Projects

    • Can view all projects

  • Companies

    • Can view all companies in system

    • Cannot export company list

  • Contacts

    • Can view all contacts in system
    • Cannot export contact list

  • Calendar

    • Can view shared calendar views

    • Can add user

    • Can add sales activities

  • Company Settings

    • None

  • Your Settings

    • User Profile Tab

    • Security tab

    • API tab

    • Integrations tab

    • Default Settings tab

    • Calendar Sync tab

  • Project Management

    • View Only

  • Reports

    • None
Did this answer your question?