User Permissions
- Stephanie McLean
- Dmitrij Verenikin (Unlicensed)
JOB | Admin | General User | Admin(Current) | General user(Current) |
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I can deactivate the firm’s account |
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I have billing access |
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GROUPS |
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I can create a group. | X |
| X |
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I can edit a group I have created. | X | X | X | Only logo |
I can edit a group I have not created. | X | X | X | Only logo |
I can deactivate a group I have created. | X |
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I can deactivate a group I have not created. | X |
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ENTITIES |
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I can create an entity. | X | X | X |
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I can edit an entity I have created. | X | X | X | Yes, except group, name and status |
I can edit an entity I have not created. | X | X | X | Yes, except group, name and status |
I can deactivate an entity I have created. | X | X | Set status as inactive |
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I can deactivate an entity I have not created. | X | X | Set status as inactive |
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CONTACTS |
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I can create a contact. | X | X | X | X |
I can edit a contact I have created. | X | X | X | X |
I can edit a contact I have not created. | X | X | X | X |
I can deactivate a contact I have created. | X | X | ||
I can deactivate a contact I have not created. | X | X | ||
RECOMMENDATION |
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I can create a global recommendation. |
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I can edit a global recommendation. |
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I can deactivate a global recommendation. |
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I can create an account recommendation | X | X | X | X |
I can edit an assigned account recommendation I have created. | X | X | If super admin or admin of the account |
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I can edit an assigned account recommendation I have not created. | X |
| X |
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I can edit an unassigned account recommendation I have created. | X | X | If super admin or admin of the account |
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I can edit an unassigned account recommendation I have not created. | X |
| If super admin or admin of the account |
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I can deactivate an account recommendation I have created. | X | X | If super admin or admin of the account |
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I can deactivate an account recommendation I have not created. | X |
| If super admin or admin of the account |
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I can assign a recommendation. | X | X | X |
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I can delete an assigned recommendation I have not applied myself. |
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| Will update in that task: 535 |
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I can delete an assigned recommendation I have applied myself. | X | X | Will update in that task: 535 |
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I can delete an assigned recommendation with an Implemented status. |
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REPORTS |
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I can create a report. | X | X | X | X |
I can edit a report I have created. | X | X | X | X |
I can edit a report I have not created. | X |
| Only status |
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I can delete a report. | X | X | If not presented | If not presented |
I can delete a report I have not created. | X |
| If not presented |
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USERS |
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I can create a user. | X |
| X |
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I can edit a user I have created. | X |
| X |
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I can edit a user I have not created. | X |
| If superadmin or the same account |
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I can delete a user I have created. | X |
| X |
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I can delete a user I have not created. | X |
| If superadmin or the same account |
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COMMENTS |
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I can create a comment. | X | X | X | X |
I can edit a comment I have created. | X | X | X | X |
I can edit a comment I have not created. |
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| X |
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I can delete a comment I have created. | X | X | X | X |
I can delete a comment I have not created. | X |
| X |
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