Set data rights for a role

Audience:

settings

• 3 minutes to read

Note

Anonymous users and external users require a separate license.

You can set rights for data objects based on who owns the object. All users who belong to this role will be assigned rights based on the settings you make here.

Steps

Select Roles in the Navigator.
Choose the Associates tab or the External tab (onsite).

How to edit the role for anonymous users.
Select the required role in the Roles list. The rights for the selected role are displayed in the Data rights tab.
Click the arrow next to the right you want to change, and select the required right.

Name Rights Tooltips

None No rights

Read Read rights R

Create Read and create rights CR

Update Read, create and update rights CRU

Delete Read, create, update and delete rights CRUD

C = Create, R = Read, U = Update, D = Delete

The changes are saved automatically.

Name	Rights	Tooltips
None	No rights
Read	Read rights	R
Create	Read and create rights	CR
Update	Read, create and update rights	CRU
Delete	Read, create, update and delete rights	CRUD

What do the different columns under Data owned by mean?

Data owned by	Explanation
My own	Created by you
Primary group (A)	Created by your primary group (department)
My Company (E)	Created by an external user's company
Other groups (A)	Created by a user group you belong to
Same project (E)	Created in a project an external user belongs to
Other associates	Created by other associates in the company
External user	Created by external users (Audience users)
Anonymous	Created by anonymous users

A = Associates
E = External

How do I display data objects for external users?

If the data objects (companies, projects, documents and so on) to make accessible to external users (Audience users), it is not enough just to assign the external users read (or higher) access. The data objects must also be published in SuperOffice.

Access rights to reports

All SuperOffice CRM users have access to the Reports screen, but the individual reports you can access depend on the rights you have (role) in respect of follow-ups, documents, sales and the activities list. In practice, this means that you cannot generate reports for content you do not have permission to view.