Configuration Capabilities
If you want to use special capabilities in the UI Configuration tool (see below), you need to include one or…
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Tag Archive: Roles
September 2017 – Organizing Your Data
Data comes in all sizes and shapes and the way we organize and sort that data isn’t always the same….
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The Alert Subscriptions Tool
The Alert Subscriptions tool allows you to set up Alerts for other users or for specific roles. Alerts show up…
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VID-C004: My Contact Details and Roles
Questions: How can I get to my Contact Details? What sort of information does it have? (See also: The Overview…
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Automatic Exclusive Access
Request: We understand the need to get exclusive access on a document before we can use the Attachments tab. But…
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“Unassigned” vs. Roles on All Projects
Question: I often assign the Project Manager role to users for a specific project only. But sometimes, I don’t want to…
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KBA-01643: Reports block access based on Company Division
Question: When running certain reports, why do users get the message You do not have access to the requested company?…
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User Role Matrix Report
This report shows which Contacts have been given specific roles and how many times (because roles limited by conditions can…
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User Capability Detail Report
This report lists the role capabilities and permissions granted to Contacts. Note: although the image above does not show the Output…
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Capability Matrix Report
This report indicates which role capabilities and permissions have been assigned to which roles. Note: this report does not use…
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