The following charts show specifically what features that each different Security Role has access to:
Contacts:
 |
Administrator
|
Manager
|
Standard
|
Restricted
|
Browse
|
| Create/Edit Contacts |
X
|
X
|
X
|
X
|
|
| Delete „My Contacts“ |
X
|
X
|
X
|
|
|
| Delete Other User’s Contacts |
X
|
X
|
|
|
|
| Move Contact Data |
X
|
X
|
|
|
|
| Manage Other User’s Contacts (change Record Manager and control access) |
X
|
X
|
|
|
|
| Promote Secondary Contacts1 |
X
|
X
|
|
|
|
Opportunities:
|
Administrator
|
Manager
|
Standard
|
Restricted
|
Browse
|
| Create / Edit Opportunities |
X
|
X
|
X
|
X
|
|
| Delete „My Opportunities“ |
X
|
X
|
X
|
|
|
| Delete Other User’s Opportunities |
X
|
X
|
|
|
|
| Manage Opportunity Process |
X
|
X
|
|
|
|
| Manage Opportunity Products |
X
|
X
|
|
|
|
| Manage Other User’s Opportunities (change Record Manager and control access) |
X
|
X
|
|
|
|
Companies:
|
Administrator
|
Manager
|
Standard
|
Restricted
|
Browse
|
| Create / Edit Companies |
X
|
X
|
X
|
|
|
| Add / Link Contacts to Companies* | X | X | X | ||
| Delete „My Companies“ |
X
|
X
|
X
|
|
|
| Delete Other User’s Companies |
X
|
X
|
|
|
|
| Manage Other User’s Companies (Change Record Manager) |
X
|
X
|
|
|
|
*Standard users can only link Contacts to Companies when they are Record Manager for the contact.
Groups:
|
Administrator
|
Manager
|
Standard
|
Restricted
|
Browse
|
| Create / Edit Groups |
X
|
X
|
X
|
|
|
| Delete „My Groups“ |
X
|
X
|
X
|
|
|
| Add Contacts to Groups* | X | X | X | ||
| Delete Other User’s Group |
X
|
X
|
|
|
|
| Manage Other User’s Groups (Change Record Manager and control access) |
X
|
X
|
|
|
|
*Standard users can only add contacts to Groups they have access to
Activities:
|
Administrator
|
Manager
|
Standard
|
Restricted
|
Browse
|
| Create / Edit / Delete „My Activities“ |
X
|
X
|
X
|
X
|
|
| Manage Custom Activity Types List |
X
|
X
|
|
|
|
| Manage Priorities List |
X
|
X
|
|
|
|
| Manage Resources |
X
|
X
|
|
|
|
| Update Activities with Outlook |
X
|
X
|
X
|
X
|
|
| Create / Edit Events |
X
|
X
|
|
|
|
| Edit Delegate for All User’s and Resources (cannot be removed) |
X
|
X
|
|
|
|
| Schedule For (any users) |
X
|
X
|
|
|
|
| Schedule For (when granted specific access) |
X
|
X
|
X
|
X
|
|
Activity Series:
|
Administrator
|
Manager
|
Standard
|
Restricted
|
Browse
|
| Run Activity Series |
X
|
X
|
X
|
X
|
|
| Create / Edit Activity Series |
X
|
X
|
X
|
|
|
| Delete My Activity Series |
X
|
X
|
X
|
|
|
| Delete Other User’s Activity Series |
X
|
X
|
|
|
|
| Manage Other User’s Activity Series (Change Record Manager) |
X
|
X
|
|
|
|
Reporting:
|
Administrator
|
Manager
|
Standard
|
Restricted
|
Browse
|
| Run Reports |
X
|
X
|
X
|
X
|
X
|
| Create / Edit Reports |
X
|
X
|
X
|
|
|
| Delete Reports |
X
|
X
|
X
|
|
|
| Delete Other User’s Reports |
X
|
X
|
|
|
|
Communications:
|
Administrator
|
Manager
|
Standard
|
Restricted
|
Browse
|
| Enable Email |
X
|
X
|
X
|
X
|
|
| Enable Telephony |
X
|
X
|
X
|
X
|
|
| Enable Word Processing |
X
|
X
|
X
|
X
|
|
| Create / Edit Word Processor Templates |
X
|
X
|
X
|
|
|
Data Exchange:
|
Administrator
|
Manager
|
Standard
|
Restricted
|
Browse
|
| Import Data |
X
|
X
|
|
|
|
| Export Data |
X
|
X
|
|
|
|
| Export to Excel® | X | X | X |
Customization:
|
Administrator
|
Manager
|
Standard
|
Restricted
|
Browse
|
| Access Layout Editor |
X
|
X
|
|
|
|
| Customize Menus / Tool bars |
X
|
X
|
X
|
|
|
User Management:
|
Administrator
|
Manager
|
Standard
|
Restricted
|
Browse
|
| Manage User’s |
X
|
|
|
|
|
| Reassign Contacts / Activities / Opportunities |
X
|
X
|
|
|
|
| Manage Teams |
X
|
X
|
|
|
|
Database Management:
|
Administrator
|
Manager
|
Standard
|
Restricted
|
Browse
|
| Run Act! Update |
X
|
X
|
X
|
|
|
| Access All Non-Private Data |
X
|
|
|
|
|
| Lock/Unlock Database |
X
|
X
|
|
|
|
| Delete Database |
X
|
|
|
|
|
| Database Maintenance |
X
|
|
|
|
|
| View / Archive Logs |
X
|
|
|
|
|
| Customize Fields |
X
|
X |
|
|
|
| Administer Custom Tables |
X
|
|
|
|
|
| Backup Database (Does not include Backup Remote Database) |
X
|
X
|
|
|
|
| Restore Database (Does not include Restore Remote Database) |
X |
||||
| Edit Duplicate Checking Settings |
X
|
X |
|
|
|
| Enable/ Disable Allow Files/E-mails Attachment to Database |
X
|
|
|
|
|
| Enable/ Disable Allow History/Notes Editing |
X
|
X |
|
|
|
| Set Contact Name Preferences |
X
|
X |
|
|
|
| Set Company Creation Preferences |
X
|
X |
|
|
|
Synchronization:
|
Administrator
|
Manager
|
Standard
|
Restricted
|
Browse
|
| Enable Synchronization |
X
|
X
|
|
|
|
| Initiate synchronization (remote database only) |
X | X | X | ||
| Manage Synchronization Setup |
X
|
X
|
|
|
|
| Manage Subscription List |
X
|
X
|
X
|
|
|
| Manage Other User’s Device Sync Setup |
X
|
X
|
X
|
|
|
Online Access
|
Administrator
|
Manager
|
Standard
|
Restricted
|
Browse
|
| Run Act! Update |
X
|
|
|
|
|
| Internet Access |
X
|
X
|
X
|
X
|
X
|
1 Standard users may only promote Secondary Contacts where the user is the Record Manager for the primary contact
|
Administrator |
Manager |
Standard |
Restricted |
Browse |
|
|
Erstellen / Bearbeiten / Löschen „Meiner Tätigkeiten“ |
X |
X |
X |
X |
|
|
Verwalten Benutzerdefinierter Tätigkeitslisten |
X |
X |
|||
|
Verwalten der Prioritäten Liste |
X |
X |
|||
|
Verwalten der Ressourcen |
X |
X |
|||
|
Abgleich der Tätigkeiten mit Outlook |
X |
X |
X |
X |
|
|
Erstellen / Bearbeiten von Events |
X |
X |
|||
|
Planen für (Jeden Nutzer) |
X |
X |
|||
|
Planen für (Wenn Zugriff gegeben wurde) |
X |
X |
X |
X |
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