User Access Rights and User Group Access Settings

Permissions

Users and Security Groups

• If the user does not have any User/Group Setup rights, other users' or groups' properties are not accessible.
• If the user has read rights only, the related tabs are visible, but information cannot be modified.
• Insert, Modify, and Delete rights provide the corresponding access rights to all user and group properties.

Accounting transactions.

This access right applies only to earlier versions of Maximizer.

Entries in the Quotas page

Add entries that are visible to all other users in the Address Book.

Note that the Allow private entries and Allow public entries options cannot be denied at the same time. If both of these options are denied in two different groups a user belongs to (i.e., the checkboxes contain an x), the user is granted the Allow private entries right by default.

Transfer Address Book entries between Maximizer Address Books. If you do not select this option, the menu items for transferring are disabled.

This privilege applies only to earlier versions of Maximizer.

Change the values of the date, time, and creator fields in notes.

Create and modify key fields lists from Maximizer.

Modify/delete other owners’ notes

Change and delete other users’ notes. However, to be able to view other users’ private notes, the user must have the “Modify other users’ private entries” privilege enabled.

View and modify entries marked as private that belong to other users.

This security privilege will override any other security settings for entries, including any settings based on security groups, so if a user has this privilege enabled, the user has full read and modify access to all entries, regardless of the entry’s Full Access, Read Access, or Owner settings. This security privilege is very powerful and should be granted with caution.

Change information in the General tabs of the user properties for other users.

Modifying a user’s general information, such as Last Name, First Name, Company, and Phone Number, does not have to be restricted to the MASTER user. In many cases, an administrative assistant or a receptionist can be granted the rights to modify user’s general information without compromising the security of Maximizer. This privilege allows the user to have access to all Maximizer users’ general information without giving them full security rights to the Address Book.

Access the Currency Library in Maximizer, and add, edit, or delete entry currencies.

View the audit log for entries.

Have customer service cases assigned or escalated to the user. It also allows the user to change the value of the Case owner field.

This role also contains all functions of the Customer Service Representative role.

Re-assign the Account Manager field to a different user, use territory alignment, and create or modify quota templates.

This role also contains all functions of the Sales Representative role.