Employee Privileges - Revision history

Dina at 08:09, 8 July 2020

2020-07-08T08:09:50Z

← Older revision		Revision as of 08:09, 8 July 2020
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	==Privileges==		==Privileges==
	Privileges let you define various levels of access for Employees to data stored in ~~CommitCRM~~. You can use an existing privileges group or create a new one and set up the various privileges as needed.		Privileges let you define various levels of access for Employees to data stored in RangerMSP. You can use an existing privileges group or create a new one and set up the various privileges as needed.

	Privileges are assigned to groups which can then be assigned to Employees. Privileges Groups can be customized in the Privileges Administration window from Files > Users & Privileges > Privileges.		Privileges are assigned to groups which can then be assigned to Employees. Privileges Groups can be customized in the Privileges Administration window from Files > Users & Privileges > Privileges.
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	* '''Email Templates''': This option determines whether an employee can apply, create, or edit Email Templates. Click to read more about [[Email Templates]].		* '''Email Templates''': This option determines whether an employee can apply, create, or edit Email Templates. Click to read more about [[Email Templates]].

	* '''Email Messages''': This option refers to [[Ticket_Management#~~Email_Distribution_via_CommitCRM_Email_Connector~~\|automatic email distribution via ~~CommitCRM~~ Email Connector]]. Selecting this option means the employee will see email message correspondence under the Ticket History tab and will receive email correspondence distributed by ~~CommitCRM~~ Email Connector. Note that if this option is not selected, the employee will not be part of the correspondence, even if defined as an Email Recipient for tickets. [[Ticket_Management#Ticket_Recipients\|Read more about Ticket Email Recipients]].		* '''Email Messages''': This option refers to [[Ticket_Management#Email_Distribution_via_ Email_Connector\|automatic email distribution via RangerMSP Email Connector]]. Selecting this option means the employee will see email message correspondence under the Ticket History tab and will receive email correspondence distributed by RangerMSP Email Connector. Note that if this option is not selected, the employee will not be part of the correspondence, even if defined as an Email Recipient for tickets. [[Ticket_Management#Ticket_Recipients\|Read more about Ticket Email Recipients]].

	* '''Reply Identification Rules (Regex)''': This option allows users to edit regular expressions used by ~~CommitCRM~~ Email Connector when parsing incoming emails. [[Regular_Expressions\|Click to read more about Regular Expressions in ~~CommitCRM~~]].		* '''Reply Identification Rules (Regex)''': This option allows users to edit regular expressions used by RangerMSP Email Connector when parsing incoming emails. [[Regular_Expressions\|Click to read more about Regular Expressions in RangerMSP]].

	* '''Mark as Read/Unread to other employees''': This option refers to Tickets Inbox. Choosing this options lets the employee change the read/unread status for Tickets managed by other users. Click to read more about [[Ticket_Management#Inbox\|Tickets Inbox]].		* '''Mark as Read/Unread to other employees''': This option refers to Tickets Inbox. Choosing this options lets the employee change the read/unread status for Tickets managed by other users. Click to read more about [[Ticket_Management#Inbox\|Tickets Inbox]].
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	==Employee Privileges Group==		==Employee Privileges Group==
	When creating users in ~~CommitCRM~~, you can assign predefined privilege groups (SysAdmin, Full, Partial, Limited or Subcontractors) or you can assign a privilege group you've created yourself.		When creating users in RangerMSP, you can assign predefined privilege groups (SysAdmin, Full, Partial, Limited or Subcontractors) or you can assign a privilege group you've created yourself.

	Privileges Groups can be configured in the Privileges Administration window from File > Users & Privileges > Privileges.		Privileges Groups can be configured in the Privileges Administration window from File > Users & Privileges > Privileges.
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	~~CommitCRM~~ comes with four predefined privilege groups as follows:		RangerMSP comes with four predefined privilege groups as follows:
	#'''Full''' – This group allows a user to do anything in the system, including advanced system customization. This group should be used to define users who will have complete access, but are not system administrators.		#'''Full''' – This group allows a user to do anything in the system, including advanced system customization. This group should be used to define users who will have complete access, but are not system administrators.
	#'''Partial''' – This group has some limitations, and may be used to define a "technician" role in the system:		#'''Partial''' – This group has some limitations, and may be used to define a "technician" role in the system:
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	To add new groups, click the blue Privileges Group label in the Privileges Administration window, and create a new Group. The select which privileges you want to include in this group.		To add new groups, click the blue Privileges Group label in the Privileges Administration window, and create a new Group. The select which privileges you want to include in this group.

	See also the [[Privileges FAQ]] for more tips about using privileges in ~~CommitCRM~~.		See also the [[Privileges FAQ]] for more tips about using privileges in RangerMSP.

	==See Also==		==See Also==

Dina: /* Privileges */

2016-06-28T12:49:13Z

Privileges

← Older revision		Revision as of 12:49, 28 June 2016
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	* '''Add Group History Note''': Choosing this option means the Employee can add a history note to many Accounts at once using the Accounts > Tools > Add Group History Note option. This is an advanced option and should be assigned carefully.		* '''Add Group History Note''': Choosing this option means the Employee can add a history note to many Accounts at once using the Accounts > Tools > Add Group History Note option. This is an advanced option and should be assigned carefully.

	* '''~~Save Filters~~''': Choosing this option means the Employee can ~~define and save~~ filters ~~from all windows~~ with ~~the Filter option in the Search Pane~~.		* '''Share filters with others''': Choosing this option means the Employee can share filters with other users.

	* '''Other Employees' Opportunities''': Choosing this privilege means the Employee can view Opportunities added by other Employees. Restricting this line means the Employee can his/her opportunities only.		* '''Other Employees' Opportunities''': Choosing this privilege means the Employee can view Opportunities added by other Employees. Restricting this line means the Employee can his/her opportunities only.

Dina: /* Privileges */

2015-12-23T17:10:57Z

Privileges

← Older revision		Revision as of 17:10, 23 December 2015
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	* '''Taxes''': Choosing this option means the Employee access the Taxes from Settings > Charge > Taxes, add and modify Tax definitions. [[Charges#Charging_Using_Taxes\|Click to read more about Taxes]].		* '''Taxes''': Choosing this option means the Employee access the Taxes from Settings > Charge > Taxes, add and modify Tax definitions. [[Charges#Charging_Using_Taxes\|Click to read more about Taxes]].

	* '''Charges''': Choosing this option means the Employee ~~access the~~ Charges ~~list, modify Item details, change Item prices, etc.~~ [[Charges\|Click to read more about Charges]].		* '''Charges''': Choosing this option means the Employee add/edit/view Charges [[Charges\|Click to read more about Charges]].

	* '''Charges Incl. Finance''': This option s determines whether an employee can see rates and prices used in Charges or set the Billable flag. Although users who do not have this privilege will be able to add charges, select an item, and set the amount (in hours or units), they will not be able to view the item's price or the total price for the charge. They will also not have access to Charge reports.		* '''Charges Incl. Finance''': This option s determines whether an employee can see rates and prices used in Charges or set the Billable flag. Although users who do not have this privilege will be able to add charges, select an item, and set the amount (in hours or units), they will not be able to view the item's price or the total price for the charge. They will also not have access to Charge reports.
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	* '''Other Employees' KB Articles''': This option determines whether employees with the Knowledge Base privilege (see above), can view/update articles added by other employees.		* '''Other Employees' KB Articles''': This option determines whether employees with the Knowledge Base privilege (see above), can view/update articles added by other employees.

	* '''Tickets''': This option determines whether an employee may add and update tickets to the system.		* '''Tickets''': This option determines whether an employee may add to and update tickets in the system.

	* '''Activity Templates''': This option determines whether an employee can apply, create, or edit Activity Templates. See more details in the [[Activity Templates]] user guide under [[Activity_Templates#Activity_Template_Privileges\|Privileges section]].		* '''Activity Templates''': This option determines whether an employee can apply, create, or edit Activity Templates. See more details in the [[Activity Templates]] user guide under [[Activity_Templates#Activity_Template_Privileges\|Privileges section]].
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	* '''Mark as Read/Unread to other employees''': This option refers to Tickets Inbox. Choosing this options lets the employee change the read/unread status for Tickets managed by other users. Click to read more about [[Ticket_Management#Inbox\|Tickets Inbox]].		* '''Mark as Read/Unread to other employees''': This option refers to Tickets Inbox. Choosing this options lets the employee change the read/unread status for Tickets managed by other users. Click to read more about [[Ticket_Management#Inbox\|Tickets Inbox]].

	* '''RMM - Continuum, GFI MAX Integration''': This ~~options~~ determines whether an employee can manage Continuum/GFI MAX Links (with Sites and Devices). Click to read more about [[Continuum_Link\|Continuum Link]] and [[GFI_MAX_Link\|GFI MAX Link]].		* '''RMM - Continuum, GFI MAX Integration''': This option determines whether an employee can manage Continuum/GFI MAX Links (with Sites and Devices). Click to read more about [[Continuum_Link\|Continuum Link]] and [[GFI_MAX_Link\|GFI MAX Link]].

			* '''Ticket Merge and Move to another Account''': This option determines whether an employee can use Ticket Merge utility to merge two Tickets into one and change Ticket Account. Click to read more about [[Ticket_Merge\|Ticket Merge]].

			* '''Other Employees' Quotes''': This option determines whether employees with the Quotes privilege (see below), can view/update articles added by other employees.

			* '''Quotes''': This option determines whether an employee may add to and update quotes in the system.

			* '''SLA''': This option determines whether an employee may view/edit/delete SLAs in the system. Users with no SLA privileges will be able to apply an SLA to Tickets. They will not be allowed to open the SLA settings window and view SLA settings. Click to read more about [[SLA]]

			* '''Working Hours Schedule''': This option determines whether an employee may view/edit/delete your business working hours information, define holidays, scheduled days off, official business hours etc. Click to read more about [[SLA#Working_Hours_Schedule\|Working Hours Schedule]].

			* '''Assets - Manage''': This option determines whether an employee may view/edit/delete Assets in the system. Click to read more about [[Assets]]

	<br><br>		<br><br>

Dina: /* Privileges */

2015-12-21T14:59:52Z

Privileges

← Older revision		Revision as of 14:59, 21 December 2015
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	* '''Tickets''': This option determines whether an employee may add and update tickets to the system.		* '''Tickets''': This option determines whether an employee may add and update tickets to the system.

	* '''Activity Templates''': This option determines whether an employee ~~with~~ can apply, create, or edit Activity Templates. See more details in the [[Activity Templates]] user guide under [[Activity_Templates#Activity_Template_Privileges\|Privileges section]].		* '''Activity Templates''': This option determines whether an employee can apply, create, or edit Activity Templates. See more details in the [[Activity Templates]] user guide under [[Activity_Templates#Activity_Template_Privileges\|Privileges section]].

	* '''Email Templates''': This option determines whether an employee ~~with~~ can apply, create, or edit Email Templates. Click to read more about [[Email Templates]].		* '''Email Templates''': This option determines whether an employee can apply, create, or edit Email Templates. Click to read more about [[Email Templates]].

	* '''Email Messages''': This option refers to [[Ticket_Management#Email_Distribution_via_CommitCRM_Email_Connector\|automatic email distribution via CommitCRM Email Connector]]. Selecting this option means the employee will see email message correspondence under the Ticket History tab and will receive email correspondence distributed by CommitCRM Email Connector. Note that if this option is not selected, the employee will not be part of the correspondence, even if defined as an Email Recipient for tickets. [[Ticket_Management#Ticket_Recipients\|Read more about Ticket Email Recipients]].		* '''Email Messages''': This option refers to [[Ticket_Management#Email_Distribution_via_CommitCRM_Email_Connector\|automatic email distribution via CommitCRM Email Connector]]. Selecting this option means the employee will see email message correspondence under the Ticket History tab and will receive email correspondence distributed by CommitCRM Email Connector. Note that if this option is not selected, the employee will not be part of the correspondence, even if defined as an Email Recipient for tickets. [[Ticket_Management#Ticket_Recipients\|Read more about Ticket Email Recipients]].
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	* '''Mark as Read/Unread to other employees''': This option refers to Tickets Inbox. Choosing this options lets the employee change the read/unread status for Tickets managed by other users. Click to read more about [[Ticket_Management#Inbox\|Tickets Inbox]].		* '''Mark as Read/Unread to other employees''': This option refers to Tickets Inbox. Choosing this options lets the employee change the read/unread status for Tickets managed by other users. Click to read more about [[Ticket_Management#Inbox\|Tickets Inbox]].

			* '''RMM - Continuum, GFI MAX Integration''': This options determines whether an employee can manage Continuum/GFI MAX Links (with Sites and Devices). Click to read more about [[Continuum_Link\|Continuum Link]] and [[GFI_MAX_Link\|GFI MAX Link]].

	<br><br>		<br><br>

Robert: /* Privileges */

2014-05-04T08:47:45Z

Privileges

← Older revision		Revision as of 08:47, 4 May 2014
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	* '''Charges''': Choosing this option means the Employee access the Charges list, modify Item details, change Item prices, etc. [[Charges\|Click to read more about Charges]].		* '''Charges''': Choosing this option means the Employee access the Charges list, modify Item details, change Item prices, etc. [[Charges\|Click to read more about Charges]].

	* '''Charges Incl. Finance''': This option s determines whether an employee can see rates and prices used in Charges. Although users who do not have this privilege will be able to add charges, select an item, and set the amount (in hours or units), they will not be able to view the item's price or the total price for the charge. They will also not have access to Charge reports.		* '''Charges Incl. Finance''': This option s determines whether an employee can see rates and prices used in Charges or set the Billable flag. Although users who do not have this privilege will be able to add charges, select an item, and set the amount (in hours or units), they will not be able to view the item's price or the total price for the charge. They will also not have access to Charge reports.

	* '''Other Employees' Charges''': This options determines whether an employee can see Charges added by other employees.		* '''Other Employees' Charges''': This options determines whether an employee can see Charges added by other employees.

Robert at 11:47, 1 September 2013

2013-09-01T11:47:13Z

← Older revision		Revision as of 11:47, 1 September 2013
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	* '''Email Templates''': This option determines whether an employee with can apply, create, or edit Email Templates. Click to read more about [[Email Templates]].		* '''Email Templates''': This option determines whether an employee with can apply, create, or edit Email Templates. Click to read more about [[Email Templates]].

	* '''Email Messages''': This option refers to [[Ticket_Management#~~Email_Distribution_via_Commit_Email_Connector~~\|automatic email distribution via ~~Commit~~ Email Connector]]. Selecting this option means the employee will see email message correspondence under the Ticket History tab and will receive email correspondence distributed by ~~Commit~~ Email Connector. Note that if this option is not selected, the employee will not be part of the correspondence, even if defined as an Email Recipient for tickets. [[Ticket_Management#Ticket_Recipients\|Read more about Ticket Email Recipients]].		* '''Email Messages''': This option refers to [[Ticket_Management#Email_Distribution_via_CommitCRM_Email_Connector\|automatic email distribution via CommitCRM Email Connector]]. Selecting this option means the employee will see email message correspondence under the Ticket History tab and will receive email correspondence distributed by CommitCRM Email Connector. Note that if this option is not selected, the employee will not be part of the correspondence, even if defined as an Email Recipient for tickets. [[Ticket_Management#Ticket_Recipients\|Read more about Ticket Email Recipients]].

	* '''Reply Identification Rules (Regex)''': This option allows users to edit regular expressions used by ~~Commit~~ Email Connector when parsing incoming emails. [[Regular_Expressions\|Click to read more about Regular Expressions in CommitCRM]].		* '''Reply Identification Rules (Regex)''': This option allows users to edit regular expressions used by CommitCRM Email Connector when parsing incoming emails. [[Regular_Expressions\|Click to read more about Regular Expressions in CommitCRM]].

	* '''Mark as Read/Unread to other employees''': This option refers to Tickets Inbox. Choosing this options lets the employee change the read/unread status for Tickets managed by other users. Click to read more about [[Ticket_Management#Inbox\|Tickets Inbox]].		* '''Mark as Read/Unread to other employees''': This option refers to Tickets Inbox. Choosing this options lets the employee change the read/unread status for Tickets managed by other users. Click to read more about [[Ticket_Management#Inbox\|Tickets Inbox]].

Sheli: /* See Also */

2010-07-04T11:47:08Z

Sheli: /* Employee Privileges Group */

2010-07-04T11:46:46Z

Employee Privileges Group

← Older revision		Revision as of 11:46, 4 July 2010
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	See also the [[Privileges FAQ]] for more tips about using privileges in CommitCRM.		See also the [[Privileges FAQ]] for more tips about using privileges in CommitCRM.

			==See Also==
			*[[Privileges]]
			*[[Privileges_FAQ]]

			[[Category:Privileges]]

Sheli: /* Employee Privileges Group */

2010-07-01T18:44:10Z

Employee Privileges Group

← Older revision		Revision as of 18:44, 1 July 2010
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	When creating users in CommitCRM, you can assign predefined privilege groups (SysAdmin, Full, Partial, Limited or Subcontractors) or you can assign a privilege group you've created yourself.		When creating users in CommitCRM, you can assign predefined privilege groups (SysAdmin, Full, Partial, Limited or Subcontractors) or you can assign a privilege group you've created yourself.

	~~Note that only '''Sys Admin''' users~~ can ~~set the Privileges groups and modify each group's definition, and that the Sys Admin Privileges group cannot~~ be ~~modified~~ in the Privileges ~~editor. To view employees who are defined as system administrators, go to the Main menu, then '''~~File > Users ~~and~~ Privileges > ~~Show Administrators'''~~.		Privileges Groups can be configured in the Privileges Administration window from File > Users & Privileges > Privileges.

	~~[[CommitCRM Installation\|CommitCRM~~'s ~~basic installation]] includes~~ four ~~pre-defined~~ privilege groups as follows:		''Note that only '''Sys Admin''' users can set the Privileges groups and modify each group's definition, and that the Sys Admin Privileges group cannot be modified in the Privileges editor. To view employees who are defined as system administrators, go to the Main menu, then '''File > Users and Privileges > Show Administrators'''''.


			CommitCRM comes with four predefined privilege groups as follows:
	#'''Full''' – This group allows a user to do anything in the system, including advanced system customization. This group should be used to define users who will have complete access, but are not system administrators.		#'''Full''' – This group allows a user to do anything in the system, including advanced system customization. This group should be used to define users who will have complete access, but are not system administrators.
	#'''Partial''' – This group has some limitations, and may be used to define a "technician" role in the system:		#'''Partial''' – This group has some limitations, and may be used to define a "technician" role in the system:
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	All these groups can be modified and you can add your own privilege groups if needed.		All these groups can be modified and you can add your own privilege groups if needed.

			To add new groups, click the blue Privileges Group label in the Privileges Administration window, and create a new Group. The select which privileges you want to include in this group.

	See also the [[Privileges FAQ]] for more tips about using privileges in CommitCRM.		See also the [[Privileges FAQ]] for more tips about using privileges in CommitCRM.

Sheli: /* Employee Privileges Group */

2010-07-01T18:39:47Z

Employee Privileges Group

← Older revision		Revision as of 18:39, 1 July 2010
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	All these groups can be modified and you can add your own privilege groups if needed.		All these groups can be modified and you can add your own privilege groups if needed.

	~~You can read more about how to set [[privileges]] in~~ the [[Privileges FAQ]].		See also the [[Privileges FAQ]] for more tips about using privileges in CommitCRM.

← Older revision		Revision as of 11:47, 4 July 2010
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	==See Also==		==See Also==
	*[[Privileges]]		*[[Privileges]]
	*[[Privileges_FAQ]]		*[[Privileges_FAQ\|Privileges FAQ]]

	[[Category:Privileges]]		[[Category:Privileges]]