The following are short descriptions of some of the different Privileges:
List and Values: Determines whether a user may edit drop-down lists. For example, a user with this privilege can add values to the City drop-down list (and most other drop-down lists in the software). Only these users can edit lists, add values lists, etc.
Batch Update: Determines whether a user may use the Batch Update for the Accounts feature. This feature lets a user update many accounts at once and set a new value to specific fields for all Accounts displayed in the list. This privilege should be assigned carefully.
Add Group Interaction: Determines whether a user can add a History Note to a batch of accounts at once.
Page Designer: Determines whether a user can customize the tabs and add or update database fields.
Export Data: Determines whether a user may export data from the system using the Export tool. Since the Export tool is quite powerful and allows users to export any information they choose, low-security users should not be assigned this privilege.
Knowledge Base: Determines whether the user will have access to the Knowledge Base articles. See more details in the Knowledge Base user guide under Security and Privileges section.
Tickets: Determines whether a user may add and update tickets tot he system.
Other Employee articles: Determines whether users with the Knowledge Base privilege (see above), can view/update added by other employees
Other Employee . . . History Notes; Calendars; Opportunities; Tickets: The "Other Employee'" privileges determine whether users will be able to view information added or owned by other users, in any of the features listed above. This is useful if you wish to restrict users to their activity only, preventing them from viewing all office activity.
Activity Templates: Determines whether users with the Activity Templates privilege can apply, create, or edit Activity Templates. See more details in the Activity Templates user guide under Privileges section.
Financial privileges
Items: Determines whether users can modify Item details, change Item prices, etc.
Charges Incl. Finance: 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.
Rates: Determines whether an employee can see other employee rates.
Contracts-Manage: Determines whether users can modify Contract information. If they do not have this privilege, then they can only select Contracts for Charges and Tickets but not modify the block value or update the service description.
Contracts—Finance: This allows a user to update the contract block and to add Contract-price Charges. See more details in the Introduction to Billing user guide under the Contract-price Charges section.
Custom Pricing: Determines whether users have access to the Custom Pricing of accounts and contracts, and whether they are allows to modify the custom-pricing definitions. System administrators are usually the only employees granted this privilege. See more details in the Introduction to Billing user guide under the Custom Pricing section.
Other Employee Charges: Determines whether an employee can see their Charges or Charges added by other employees as well.
QuickBooks: Determines whether a user will be able to activate the QuickBooks menu and options, import information from QuickBooks, create invoices, etc.
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