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Understanding Privileges

← Administration - Privileges
As an administrator, access to all features can be controlled through privileges. To add a privilege scheme, see the article "Adding a Privilege Scheme."

For each feature, the following privileges can be granted:
  • Access: Allows the user to use the menus to access the feature.
  • View: Allows the user to view detailed information about the records, as well as print the records.
  • Add: Allows the user to add records.
  • Edit: Allows the user to edit records.
  • Delete: Allows the user to delete records.
  • Export: Allows the user to export records.
  • Email: Allows the user to email records.
NOTE: Not every privilege is applicable to every feature. For example, the Add privilege is not used for the Call History screen because Call History records are added when Call records are created or edited. If a privilege is not applicable to a feature, then a symbol is not displayed in that location.

The following table lists the menus, modules, and features for which privileges can be granted. When access is granted to a module or feature, access to the menu for that module is automatically granted. For example, if the View privilege is granted for the Names screen, then the Access privilege for the Records menu is automatically granted. The menus, modules, and features are grouped in the table the same way they are grouped on the Privilege Scheme screen. The larger divisions, normally menus, are listed in bold.



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