Funktionsrättigheter i SuperOffice

Med rollbaserad säkerhet kan vi anpassa roller för att ge åtkomst till olika funktioner i SuperOffice CRM.

Funktionsrättigheterna nedan visas på engelska, eftersom de matchar de exakta namnen som används i SuperOffice-produkten.

Functional right	Description	Comment
Administrate FAQ	The user may publish FAQ entries.	They will also be notified of unpublished and expired FAQ entries.
Allow bulk update	The user may bulk update fields on selected entities and selection members.
Can approve quotes	The user may approve quotes.
Can copy a selection	The user may copy the members of a selection to another selection.
Can create and delete tables in the database	Grants access to the Dictionary SDK. The user may create and delete tables in the database. The CREATE TABLE privilege in the database must be assigned to this user, or to a database user defined in the Replication screen.	Obsolete
Can create tasks for a selection	The user may create new follow-ups for all members of a selection.
Can delete selection members	The user may delete the companies that are members of a selection.	All contacts belonging to each company will also be deleted.
Can edit flow content	The user may view flows and open a flow to add/edit flow content emails.
Can export data to file	The user may export company and contact information to a file.
Can lock and unlock targets	The user may lock and unlock sale targets.
Can manage (move and merge) entities	The user may move, merge, and copy contacts, companies, and so on.
Can mark requests as Spam	The user may mark requests as spam.
Can modify interests for selection members	The user may modify the interests for all members of a selection.
Can override consent in mailings	The user may override the consent check when sending mailings.
Can override read-only fields	The user may modify read-only user-defined fields.
Can run Mail Merge	The user may perform a mail merge against a selection or a project.
Can run custom tasks on selections	The user may run custom programs on selections.	Obsolete
Can see users belonging to other companies	The user may see users outside their own organization and data owned by these users, such as follow-ups and projects.
Can send email to selection members	The user may email all members of a selection.
Can update consent for contact	The user may update the consent on behalf of a person.
Category administration	The user may administrate categories in Service.
Change own profile	The user may change their profile. This controls which data fields they may view.	Legacy Service client only
Change own properties	The user may change their own properties.	Legacy Service client only
Create new tags directly	The user may create tags directly, without using SuperOffice Settings and maintenance.
Create selections	The user may create and edit selections.	Legacy Service client only
Dashboard administrator	The user may pin dashboards to other associates.
Edit FAQ entries	The user may create and edit FAQ entries.
Edit all requests	The user may edit all requests.
Edit own synchronization settings	Grants limited access to SuperOffice Intellisync Server Maintenance. The user may change own settings only.	Obsolete
Edit requests in own categories	The user may edit all requests in categories they are a member of.
Edit tables	The user may edit the contents of extra tables.
Facebook	The user may post copies of requests and messages to Facebook.	Obsolete
Field Administrator	Grants limited access to Settings and maintenance. The user may modify user-defined fields in the Company, Contact, and Project screens.
Flow administrator	The user may create and update flows; create, update, and delete flow content; run and cancel flows.
General Administrator	Grants full access to Settings and maintenance. The user may create users, edit lists, modify user-defined fields, maintain Travel and replication, import data.
Hide Company screen	Do not display the Company button and screen and company-related fields.
Hide Inbox screen	Do not display the Inbox button and screen.
Hide Marketing screen	Do not display the Marketing button and screen.
Hide Project screen	Do not display the Project button and screen or project-related fields.
Hide Sale screen	Do not display the Sale button and screen.
Hide Selection screen	Do not display the Selection button and screen.
Hide Service screen	Do not display the Service button and screen.
Import Administrator	Grants limited access to Settings and maintenance. The user may load information from text files into the database.
Knowledge Base	Grants access to the knowledge base.
List Administrator	Grants limited access to Settings and maintenance. The user may modify lists (category, businesses, interests, document templates, and so on).
List all requests	The user may list all requests.
List requests in own categories	The user may list all requests in categories they are a member of.
List tables	The user may list the contents of extra tables.
Preferences Administrator	Grants limited access to Settings and maintenance. The user may modify user preferences.
Quote administrator	The user may administrate quotes and products.
Read all requests	The user may read all requests.
Read requests in own categories	The user may read all requests in categories they are a member of.
Replication administrator	Grants limited access to Settings and maintenance. The user may create, delete and edit roles. The user may create, delete, and edit Travel users, prototypes, areas, and satellites.	Obsolete
Role Administrator	Grants limited access to Settings and maintenance. The user may create, delete, and edit roles.
Script Administrator	Grants limited access to Settings and maintenance. The user may enable/disable scripts.	Obsolete
Service administration	The user may administrate the Service system setup.
Status Monitor Administrator (counters)	Grants limited access to Settings and maintenance. The user may run the counter and status regeneration tasks	These tasks can take a long time on large databases.
Status Monitor Administrator (statuses)	Grants limited access to Settings and maintenance. The user may add, edit, and delete statuses.	This right also implies the right to regenerate statuses, but not the underlying counters.
SuperOffice Intellisync Server Maintenance	Grants full access to SuperOffice Intellisync Server Maintenance. The user may add and remove users, and set default values for all users, groups, and individual users.	Obsolete
Targets administrator	Grants limited access to Settings and maintenance. The user may add, edit, and remove sale target types.
User Administrator	Grants limited access to Settings and maintenance. The user may create, modify, and delete users.
View selections	The user may view selections.	Legacy Service client only
View statistics	Grants access to the statistics module.	Legacy Service client only
Workflow administrator	Grants limited access to Settings and maintenance. The user may edit workflow (sales or project guide).	To edit lists, the user must also have rights to edit lists or be a general administrator.