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The following charts show specifically what features that each different Security Role has access to:

Contacts:

Administrator
Manager
Standard
Restricted
Browse
Create/Edit Contacts
X
X
X
X
Delete „My Contacts“
X
X
X
Delete Other User’s Contacts
X
X
Move Contact Data
X
X
Manage Other User’s Contacts
(change Record Manager and control access)
X
X
Promote Secondary Contacts1
X
X

X


Opportunities:

Administrator
Manager
Standard
Restricted
Browse
Create / Edit Opportunities
X
X
X
X
Delete „My Opportunities“
X
X
X
Delete Other User’s Opportunities
X
X
Manage Opportunity Process
X
X
Manage Opportunity Products
X
X
Manage Other User’s Opportunities
(change Record Manager and control access)
X
X


Companies:

Administrator
Manager
Standard
Restricted
Browse
Create / Edit Companies
X
X
X
Add / Link Contacts to Companies* X X X    
Delete „My Companies“
X
X
X
Delete Other User’s Companies
X
X
Manage Other User’s Companies
(Change Record Manager)
X
X

*Standard users can only link Contacts to Companies when they are Record Manager for the contact.

Groups:

Administrator
Manager
Standard
Restricted
Browse
Create / Edit Groups
X
X
X
Delete „My Groups“
X
X
X
Add Contacts to Groups* X X X    
Delete Other User’s Group
X
X
Manage Other User’s Groups
(Change Record Manager and control access)
X
X

*Standard users can only add contacts to Groups they have access to

Activities:

Administrator
Manager
Standard
Restricted
Browse
Create / Edit / Delete „My Activities“
X
X
X
X
Manage Custom Activity Types List
X
X
Manage Priorities List
X
X
Manage Resources
X
X
Update Activities with Outlook
X
X
X
X
Create / Edit Events
X
X
Edit Delegate for All User’s and Resources
(cannot be removed)
X
X
Schedule For (any users)
X
X
Schedule For (when granted specific access)
X
X
X
X


Activity Series:

Administrator
Manager
Standard
Restricted
Browse
Run Activity Series
X
X
X
X
Create / Edit Activity Series
X
X
X
Delete My Activity Series
X
X
X
Delete Other User’s Activity Series
X
X
Manage Other User’s Activity Series
(Change Record Manager)
X
X


Reporting:

Administrator
Manager
Standard
Restricted
Browse
Run Reports
X
X
X
X
X
Create / Edit Reports
X
X
X
Delete Reports
X
X
X
Delete Other User’s Reports
X
X


Communications:

Administrator
Manager
Standard
Restricted
Browse
Enable Email
X
X
X
X
Enable Telephony
X
X
X
X
Enable Word Processing
X
X
X
X
Create / Edit Word Processor Templates
X
X
X


Data Exchange:

Administrator
Manager
Standard
Restricted
Browse
Import Data
X
X
Export Data
X
X
Export to Excel® X X X    


Customization:

Administrator
Manager
Standard
Restricted
Browse
Access Layout Editor
X
X
Customize Menus / Tool bars
X
X
X



User Management:

Administrator
Manager
Standard
Restricted
Browse
Manage User’s
X
Reassign Contacts / Activities / Opportunities
X
X
Manage Teams
X
X


Database Management:

Administrator
Manager
Standard
Restricted
Browse
Run Act! Update
X
X
X
Access All Non-Private Data
X
Lock/Unlock Database
X
X
Delete Database
X
Database Maintenance
X
View / Archive Logs
X
Customize Fields
X

X

Administer Custom Tables
X
Backup Database
(Does not include Backup Remote Database)
X
X
Restore Database
(Does not include Restore Remote Database)

X

       
Edit Duplicate Checking Settings
X

X

Enable/ Disable Allow Files/E-mails Attachment to Database
X
Enable/ Disable Allow History/Notes Editing
X

X

Set Contact Name Preferences
X

X

Set Company Creation Preferences
X

X


Synchronization:

Administrator
Manager
Standard
Restricted
Browse
Enable Synchronization
X
X
 
Initiate synchronization
(remote database only)
X X X    
Manage Synchronization Setup
X
X
Manage Subscription List
X
X
X
Manage Other User’s Device Sync Setup
X
X
X


Online Access

Administrator
Manager
Standard
Restricted
Browse
Run Act! Update
X
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