Setup: Groups, Setup:Clients and Setup: Contacts

Sets access rights for items on the Setup: Groups, Setup:Clients and Setup: Contacts menu. Select those options you want users to be able to access ().

Groups Commands

Groups: Create/Delete

Select to allow the user to create or delete group records.

A user cannot be given rights to create and delete without having the right to edit records. Groups: Edit Own or Groups: Edit All must be selected first to activate this box and allow creation and deletion rights to be granted. Thus, if both Groups: Edit Own and Groups: Edit All check boxes are deselected, this box is cleared and grayed out as well.

Groups: Edit Own

Select to allow only the user assigned as the partner or manager of the group to modify or print group information (e.g. Group monitor report). When this box is checked, Groups: Edit All, Groups: View Own only and Groups: View All are deselected.

Having rights to edit does not include rights to delete group records. For that, the check box Groups: Create/Delete must be selected.

Groups: Edit All

Select to allow the user to modify or print ALL group information in the Group List and Group Monitor reports. When this box is checked, Groups: Edit Own is deselected.

Having rights to edit does not include rights to delete group records. For that, the check box Groups: Create/Delete box must be selected.

Groups: View Own only

Select to allow only the user assigned as the partner or manager of the group to access or print group information for client groups. When this box is checked, Groups: Edit Own, Groups: Edit All and Groups: View All are deselected.

Groups: View All

Select to allow the user to access or print group information for ALL client groups. When this box is checked, all other options are deselected.

Clients Commands

Clients: Create/Delete

Select to allow the user to create or delete client records.

A user cannot be given rights to create and delete without having the right to edit client records. Clients: Edit Own, Clients: Edit Assigned or Clients: Edit All must be selected first to activate this box and allow creation and deletion rights to be granted. Thus, if both Clients: Edit Own, Clients: Edit Assigned or Clients: Edit All check boxes are deselected, this box is cleared and grayed out as well.

Clients: Edit Own

Select to allow only the user assigned as the partner or manager of the client to modify or print client information (e.g. Client Monitor reports). When this box is checked, Clients: Edit All, Clients: View Own only and Clients: View All only are deselected.

Having rights to edit does not include rights to delete group records. For that, the check box Groups: Create/Delete must be selected.

Clients: Edit Assigned

Select to allow the user assigned to the client to modify or print client information (e.g. Client Monitor reports).

Having rights to edit does not include rights to delete group records. For that, the check box Groups: Create/Delete must be selected.

Clients: Edit All

Select to allow the user to modify or print ALL client information in the Client List and Client Monitor reports. When this box is checked, Clients: Edit Own is deselected.

Clients: View Own only

Select to allow only the user assigned as the partner or manager of the client to access or print client information.

Clients: View Assigned only

Select to allow the user assigned to the client to access or print client information.

Clients: View All

Select to allow the user to access or print ALL client information in the Client List. When this box is checked, Clients: View Own only is deselected.

Contacts Commands

Contacts: Create/Delete

Select to allow the user to create or delete client contact records.

A user cannot be given rights to create and delete without having the right to edit contact records. The Contacts: Edit check box must be selected first to activate this box and allow creation and deletion rights to be granted. Thus, if Contacts: Edit is deselected, this box is cleared and grayed out as well.

Contacts: Edit

Select to allow the user to modify or print ALL client contact records (e.g. Contact Monitor report).

Contacts: View All

Select to allow the user to access or print ALL client contact records.