Set data rights for a role
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.
Click the Roles button in the Navigator ().
Choose the Associates tab or the External tab ().
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.
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) are to be made 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 CRM.
Access rights to reports
All SuperOffice CRM users have access to the Reports screen in SuperOffice CRM, but the individual reports you can access depend on the rights you have in respect of follow-ups, documents, sales and the activities list (see Role). In practice, this means that you cannot generate reports for content you do not have permission to view in SuperOffice CRM.