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      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
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