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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