User Access Rights and User/Group Access Settings
The following tables describe each of the user access rights and user or group access settings.
Permissions
Permissions | Controls the selected user's or group's right to view, add, change, or remove . . . |
Address Book | Entries in the Address Book page |
User-defined fields | Values in user-defined fields |
User-defined field setup | User-defined field definitions |
Notes | Notes attached to entries. |
Documents | Documents attached to entries |
Mailing Address | Mailing addresses of Address Book entries |
Company Library | Files and folders in the Company Library |
OrderDesk | Entries in the OrderDesk window. This access right applies only to earlier versions of Maximizer. |
Opportunities | Entries in the Opportunities page |
Strategy Library | Strategy Library information for opportunities |
Campaigns | Entries in the Campaigns page |
Customer Service | Entries in the Customer Service page |
Knowledge base | Articles in the Knowledge Base page |
User/Group setup | 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. Read rights are necessary if you want the user to be able to make or receive a call, or log an Interaction. • Insert, Modify, and Delete rights provide the corresponding access rights to all user and group properties. |
Accounting | Accounting transactions. This access right applies only to earlier versions of Maximizer. |
Action Plan Library | Action plan templates in the Action Plan Library |
Quotas | Entries in the Quotas page |
Dashboards | Dashboard entries |
Privileges
Privilege | Grants authorization to . . . |
Allow Global Edit | Perform global edits of Address Book entries in Maximizer. Consider advising users with this privilege to back up the Address Book before making significant changes with Global Edit. |
Allow private entries | Add entries that are not visible to other users. The user can use the Owner, Full Access, or Read Access fields to create private entries or restrict entries to a group or a user. |
Allow public entries | 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. |
Allow transfer | 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. |
Allow import | Import Address Book entries between Maximizer Address Books or from external applications. If you do not select this option, the commands for importing are disabled. |
Allow export | Export Address Book entries between Maximizer Address Books, and export information to Microsoft Excel. If you do not select this option, the commands for exporting are disabled. |
Allow sync contacts with external clients | Synchronize Address Book entries using Outlook Integration. However, users can still synchronize calendar appointments or Hotlist tasks without this access right. |
Modify system tables | Add, modify, or delete available values (items) of system fields, such as City and Category in Address Book entries. |
Modify note properties | Change the values of the date, time, and creator fields in notes. |
Modify email templates | Create and modify email templates. |
Modify key fields | 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. |
Modify other users’ private entries | 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. |
Modify other users’ general information | 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. |
Allow manage currencies | Access the Currency Library in Maximizer, and add, edit, or delete entry currencies |
Read audit log | View the audit log for entries. |
User’s Roles
User Role | Grants authorization to . . . |
Administrator | Log in to Administrator and perform tasks based on the user’s security settings. |
Customer Service Manager | 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. |
Customer Service Representative | Have customer service cases assigned to the user. |
Knowledge Base Approver | Approve Knowledge Base articles. A newly created article is assigned a draft status until it is opened and assigned a different status by an approver. |
Sales Manager | 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. |
Sales Representative | Be assigned to the Account Manager field. A Sales Representative can assign the Account Manager field to other Sales Representatives only if the Account Manager field is already assigned to the user or it is empty and not assigned to another user. |
System Table Fields
Items (available values) for the following fields can be added, modified, or deleted for users who are granted the Modify system tables privilege.
Field | Description |
Address Book Entry Fields | Mr/Mrs, Position, Salutation, Company, Department, Division, City, St/Prov, Country, Email Description, Phone Description, Do Not Solicit By, Category, Lead Source, and Related Address Book Entry Relationship Type |
Phone Fields | Subject and Phone Call Result |
Hotlist Task and Appointment Fields | Activity and Priority |
Campaign Fields | Traditional Campaign Objective, Traditional Campaign Activity, Traditional Campaign Template Activity Description, Automated Campaign Products/Services, and Automated Campaign Categories |
Customer Service Fields | Products/Services, Categories, and Subject |
Opportunity Fields | Products/Services, Categories, Objective, and Next Action |
