JOB | Admin | General User | Admin(Current) | General user(Current) |
---|---|---|---|---|
I can deactivate the firm’s account | ||||
I have billing access | ||||
GROUPS | ||||
I can create a group. | X | X | ||
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 | |||
I can deactivate a group I have not created. | X | |||
ENTITIES | ||||
I can create an entity. | X | X | X | |
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 | |
I can deactivate an entity I have not created. | X | X | Set status as inactive | |
CONTACTS | ||||
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 | ||||
I can create a global recommendation. | ||||
I can edit a global recommendation. | ||||
I can deactivate a global recommendation. | ||||
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 | |
I can edit an assigned account recommendation I have not created. | X | X | ||
I can edit an unassigned account recommendation I have created. | X | X | If super admin or admin of the account | |
I can edit an unassigned account recommendation I have not created. | X | If super admin or admin of the account | ||
I can deactivate an account recommendation I have created. | X | X | If super admin or admin of the account | |
I can deactivate an account recommendation I have not created. | X | If super admin or admin of the account | ||
I can assign a recommendation. | X | X | X | |
I can delete an assigned recommendation I have not applied myself. | Will update in that task: 535 | |||
I can delete an assigned recommendation I have applied myself. | X | X | Will update in that task: 535 | |
I can delete an assigned recommendation with an Implemented status. | ||||
REPORTS | ||||
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 | ||
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 | ||
USERS | ||||
I can create a user. | X | X | ||
I can edit a user I have created. | X | X | ||
I can edit a user I have not created. | X | If superadmin or the same account | ||
I can delete a user I have created. | X | X | ||
I can delete a user I have not created. | X | If superadmin or the same account | ||
COMMENTS | ||||
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. | X | |||
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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User Permissions