Permissions (Contact groups )

1. Description

This detail specifies roles and their permissions for this contact group.

The section consists of the following elements:

1. Records registry (Fig. 1.(1));

2. Add tool (Fig. 1.(2));

3. Refresh records registry tool (Fig. 1.(3));

4. Pagination (Fig. 1.(4)).

1.1. Records registry

The registry consists of the following columns:

• Name — role name;

• Read — dropdown list with read permissions;

• Edit — dropdown list with edit permissions;

• Delete — dropdown list with delete permissions.

Access options:

• Forbidden — the action is forbidden;

• Allow — the action is allowed;

• Allow with delegation — allowed with delegation (the user has permission and can grant it to others).

When creating a contact group, the following users/roles are added to the records registry:

1. If there are no records on the Managed by records detail page of the contact_groups section — only the user who created the contact group is added.

2. If there are records on the Managed by records detail page of the contact_groups section:

   • the user who created the contact group;

   • grantees specified on the Managed by records detail page of the contacts section, where the grantor is the contact creator. All roles of the user who created the contact group, as well as the user themselves, are taken into account.

1.2. Add tool

To add a role, use the add button – . After clicking the add button, a modal window opens (Fig. 2). When clicking the Grantee field, a dropdown list opens containing all roles and users.

To quickly find the required user or role, you can use the Role field as a search field: enter the name of the user or role, and the dropdown list will display only those users or roles that contain the entered name.

Users and roles can be distinguished by icons:

• - user;

• - role.

Clicking a specific role or user selects it. Clicking the Add button adds the selected role to the records registry. Clicking the Close button closes the modal window without adding it to the records registry.

The added role or user has the following parameters:

• Read — Allow;

• Edit — Forbidden;

• Delete — Forbidden.

These parameters can be changed by selecting the required value from the dropdown list in the corresponding column.

1.3. Refresh records registry tool

Refreshing the records registry table is performed by clicking the refresh button – .

1.4. Pagination

It consists of the Rows per page field, which indicates the number of entries (it is possible to set from 1 to 1000) per page, and forward and backward buttons for switching pages.

2. Opportunities

2.1. Add a role or user with access to the contact group

2.2. Remove a role or user from the list of those who have access to the contact group

2.3. Modify action permissions