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