Global Permissions

System Administration

All operations in CampusNexus CRM, Database Administrator and Business Administrator.

When this Permission is selected, its child Permissions, Database Administration and Business Administration, are automatically selected.

Database Administration

All Database administration tasks from Database Administrator.

Business Administration

All tasks in Business Administrator and CampusNexus CRM.

Copy Workspace

Copying user-defined Workspaces to other Users.

Edit/Delete Shared Workspace

Editing and deleting shared user-defined Workspaces.

Share Workspace

Sharing user-defined Workspaces with other Users and changing the owner of user-defined Workspaces.

Copy AutoText

Copying an AutoText entry to other Users.

Copy User Options

Copying options that the User has specified in the Options dialog box to other Users in Desktop Client.

When this Permission is selected, its child Permission, the Set User Options Permission is automatically selected.

Set User Options

Defining and modifying options in the Options dialog box.

Discard Chat Session Details

Trashing the contents of a chat session.

DNC Override

Allows the User to view and edit phone numbers of Leads that are marked as DNC only if the User has the Edit Leads Permission.

If this Permission is not enabled even though the Edit Leads permission is enabled, phone numbers of Leads that are marked as DNC are displayed as asterisks (*) and cannot be edited.

Further, the User cannot view audit information for the Phone Properties of the Lead Object in the History Tab when audit is enabled.

Audit information is not displayed even if the call status of the phone number is callable.

Note

If a User does not have this Permission:

In Desktop Client, the User can edit the Phone Properties in the Set Properties dialog box by selecting multiple Leads.

When Leads are merged and one of the Leads has a DNC phone number, the phone number Property cannot be edited.

Manage Address Book Entries

Creating, editing, and deleting Address Book entries.

Manage Address Book Servers

Creating, editing and deleting Address Book Servers.

Manage Aliases

Creating, editing, copying, and deleting Aliases. In addition, this Permission enables pausing and resuming of incoming messages and outgoing messages to Aliases, flushing of messages, and testing of incoming and outgoing mail servers of an Alias.

Manage All Users

Creating, editing, copying, and deleting Users.

Manage Personal Properties

Creating, editing, copying, and deleting personal properties of a user that are listed in the Personal tab of object windows.

Manage Roles

Creating, editing, copying, and deleting Roles.

Manage Rules for Campaigns

Setting the duration:

For which a Contact who has already received a Mailer must not be sent another Mailer.

After which an inactive Target must be removed from a Campaign.

Manage Scripts

Creating, editing, renaming, and deleting Scripts.

When this Permission is selected, its child Permission, the View Scripts Permission is automatically selected.

View Scripts

Viewing Scripts.

Manage Teams

Creating, editing, copying, and deleting Teams. In addition, this Permission enables adding Users to and removing Users from Teams.

Manage Trackable URL

Creating and using Trackable URLs to track hits on URLs inserted in Mailers.

Update License Key

Updating the license key using the License Generator and the Mailer License Generator utilities.

GoTo Object

Accessing the Global Object items using GoTo options.

All Global Objects except Global Reference Objects are listed in the GoTo Object Permission.

By default, the check box is not selected for all Global Objects indicating that Users do not have Permission to access Global Object items using GoTo options. You can select an Object to grant a User Permission to view Object items using GoTo options.

Note

Global Objects whose items cannot be accessed using GoTo options in Desktop Client will not be listed in the GoTo Object Permission. For example, items of the Program Object cannot be accessed using the GoTo menu option.

When you create a custom Global Object, it is added to the list of Global Objects in the GoTo Object Permission and is selected by default.

Copy Account Item View

Copying the User Preferences pane of the Account window to other Users.

Copy Activity Item View

Copying the User Preferences pane of the Activity window to other Users.

Copy Application Item View

Modifying the User Preferences pane of the Application window.

Note 

The text of this Permission is based on the name specified for the Application Object when Application Management is installed. For example, if the text App is specified during the installation of Application Management, this Permission will be displayed as Copy App Item View.

In this documentation, the Application Object is referred to as Application.

Copy Recommendation Item View

Modifying the User Preferences pane of the Recommendation window.

Note 

By default, the Recommendation Object is named by suffixing the text Recommendation to the name specified for the Application Object during the installation of Application Management.

For example, if the text App is specified for the Application Object during installation, the name of the Recommendation Object will be App-Recommendation. In this scenario, the text of this Permission will be Copy App-Recommendation Item View.

In this documentation, the Recommendation Object is referred to as Recommendation.

Any part of the Recommendation Object name exceeding 26 characters will not be displayed. For example, if the Object is called My Application-Recommendation, the name will be displayed as My Application-
Recommendation.

Copy Calendar Event Item View

This Permission does not affect Calendar Event functionality. Selecting or clearing this Permission does not affect how the Calendar Event feature works.

Copy Campaign Communication Item View

This permission does not affect campaign communication functionality. Selecting or clearing this permission does not affect how the campaign communication feature works.

Copy Campaign Item View

Copying the User Preferences pane of the Campaign window to other Users.

Copy Canned Response Item View

Copying the User Preferences pane of the Canned Response window to other Users.

Copy Contact Item View

Copying the User Preferences pane of the Contact window to other Users.

Copy Interaction Item View

Copying the Preferred Properties pane of the Interaction window to other Users.

Copy Event Item View

Copying the User Preferences Pane of the Event window to other Users.

Copy Link Item View

Copying the User Preferences pane of the Link window to other Users.

Copy Mailing List Item View

Copying the User Preferences pane of the Mailing List window to other Users.

Copy Message Item

View

Copying the User Preferences Pane of the Message window to other Users.

Copy Offer Item View

Copying the User Preferences pane of the Offer window to other Users.

Copy Opportunity Item View

Copying the User Preferences pane of the Opportunity window to other Users.

Copy Order Item View

Copying the User Preferences pane of the Order window to other Users.

Copy Print Template Item View

Copying the User Preferences Pane of the Print Template window to other Users.

Copy Product Item View

Copying the User Preferences pane of the Product window to other Users.

Copy Target Item View

Copying the User Preferences pane of the Target window to other Users.

Copy Template Item View

Copying the User Preferences pane of the template window to other Users.

Customize Account Windows

Modifying the User Preferences pane of the Recommendation window.

Customize Activity Windows

Modifying the User Preferences pane of the Activity window.

Customize Application Windows

Modifying the User Preferences pane of the Application window.

Note 

The text of this Permission is based on the name specified for the Application Object when Application Management is installed. For example, if the text App is specified during the installation of Application Management, this Permission will be displayed as Customize App Windows.

In this documentation, the Application Object is referred to as Application.

Customize Recommendation Windows

Modifying the User Preferences pane of the Account window.

Note 

By default, the Recommendation Object is named by suffixing the text Recommendation to the name specified for the Application Object during the installation of Application Management.

For example, if the text App is specified for the Application Object during installation, the name of the Recommendation Object will be App-Recommendation. In this scenario, the text of this Permission will be Customize App-Recommendation Windows.

In this documentation, the Recommendation Object is referred to as Recommendation.

Any part of the Recommendation Object name exceeding 26 characters will not be displayed. For example, if the Object is called My Application-Recommendation, the name will be displayed as My Application-
Recommendation.

Customize Calendar Event Windows

This Permission does not affect Calendar Event functionality. Selecting or clearing this Permission does not affect how the Calendar Event feature works.

Customize Campaign Communication Windows

This permission does not affect campaign communication functionality. Selecting or clearing this permission does not affect how the campaign communication feature works.

Customize Campaign Windows

Modifying the User Preferences pane of the Campaign window.

Customize Canned Response Windows

Modifying the User Preferences pane of the Canned Response window.

Customize Contact Windows

Modifying the User Preferences pane of the Contact window.

Customize Event Windows

Modifying the User Preferences pane of the Event window.

Customize Interaction Windows

Modifying the Preferred Properties pane of the Interaction window.

Customize Link Windows

Modifying the User Preferences pane of the Link window.

Customize Mailing List Windows

Modifying the User Preferences pane of the Mailing List window.

Customize Message Windows

Modifying the User Preferences pane of the Message window.

Customize Offer Windows

Modifying the User Preferences pane of the Offer window.

Customize Opportunity Windows

Modifying the User Preferences pane of the Opportunity window.

Customize Order Windows

Modifying the User Preferences pane of the Order window.

Customize Print Template Windows

Modifying the User Preferences pane of the Print Template window.

Customize Product Windows

Modifying the User Preferences pane of the Product window.CampusNexus CRM

Customize Target Windows

Modifying the User Preferences pane of the Target window.

Customize Template Windows

Modifying the User Preferences pane of the Template window.

Manage Accounts

Performing all tasks related to managing Account items.

When this Permission is selected, all its child Permissions are automatically selected.

Create Account

Creating and editing an Account.

When this Permission is selected, its child Permission, Edit Account, is automatically selected.

Edit Account

Editing an Account.

Delete/Undelete Account

Deleting an Account or restoring a deleted Account.

Edit Account Encrypted Property

Editing encrypted values of Protected Properties for Accounts.

When this Permission is selected, its child Permission, View Account Encrypted Property, is automatically selected.

View Account Encrypted Property

Viewing encrypted values of Protected Properties for Accounts.

Manage Account Categories

Creating, renaming, sharing, and deleting Account Categories, and specifying names of Account Categories in multiple languages.

Only Users with this Permission can view the Account Object in the Object list of the Category Manager.

Manage Account Rules

Creating, editing, copying, sharing, enabling Rules and Rule Logs, validating, and deleting Rules based on Accounts, and specifying names for Account-based Rules in multiple languages.

Only Users with this Permission can view the Account Object in the Object list of the Rules Manager.

Purge Account

Permanently removing deleted Accounts from the Trash Can Workspace.

Delete Contacts

Deleting and restoring deleted Contacts.

Edit Contact Encrypted Property

Editing the encrypted values of Protected Properties for Contacts.

When this Permission is selected, its child Permission, View Contact Encrypted Property, is automatically selected.

View Contact Encrypted Property

Viewing the encrypted values of Protected Properties for Contacts.

Edit Contacts

Editing Contacts, creating a copy of a Contact, and mailing Contact information.

Manage Contact Categories

Creating, renaming, sharing, and deleting Contact Categories, and specifying names of Contact Categories in multiple languages.

Only Users with this Permission can view the Contact Object in the Object list of the Category Manager.

Manage Contact Rules

Creating, editing, copying, sharing, enabling Rules and Rule Logs, validating and deleting Rules based on Contacts, and defining names for Contact-based Rules in multiple languages.

Only Users with this Permission can view the Contact Object in the Object list of the Rules Manager.

Purge Contacts

Permanently removing deleted Contacts from the Trash Can Workspace.

Send SMS

Sending SMS messages to Contacts.

You can select this Permission only if your institution has purchased the SMS license.

Share Contacts

Sharing Contacts with Teams.

Note 

This Permission is displayed only if Team-based security is enabled for the Contact Object. For more information about Team-based security for the Contact Object, contact Product Support.

Can Broadcast Messages

Sending internal messages to Users. A User with this Permission can choose to send an internal message to all Users, Users currently logged on to Desktop Client, Users in selected Teams or selected Users.

Create Reports for Contact

Creating reports for the Contact Object.

Export Table View

Exporting and enabling Scheduling for an Export Configuration.

Manage Filters

Creating and copying Filters to other Teams or Users.

Copy Filters to other users

Copying Filters to other Teams or Users.

Manage SQL Mailing List

Defining and executing SQL statements to create Mailing Lists.

Manage SQL Report/Microsoft Excel Report

Creating, editing, and deleting SQL or Microsoft® Excel reports.

Manage SQL Report/Microsoft Excel Report Access

Providing access to other Users in the Team to selected SQL or Microsoft® Excel reports.

Publish Offline

Publishing Account, Contact, Interaction, Opportunity, Order, and Product Object items.

Restrict setting of Contact for non-accessible Teams in Interactions

Disables the Contact field in the New Interaction window if the User selects a Team to which access is not enabled. The Search, Clear, and Preset Properties buttons in the Search Contacts area will also be disabled.

View Power BI Reports (Web Client only)

View the Power BI tile in the Home workspace.

In a fresh or upgraded CampusNexus CRM installation, this permission will be automatically selected if the user had the System Administration or Business Administration permission.

In all other scenarios, the permission must be selected.

Manage Media Chat

Creating, editing, and deleting Default Team and Global Chat Options, and the Proactive Filter. Other actions include, purging Visitor Details, reloading Media Options, deleting inactive chat servers, and accessing the Manage, View Status, and View Queue tabs, in the Chat Workspace.

Manage Media Fax

Creating, editing, and deleting Fax Options.

Manage Media in Person

Creating, editing, and deleting In Person Options.

Manage Media Letter

Creating, editing, and deleting Letter Options.

Manage Media Phone

Creating, editing, and deleting Phone Options, and managing the Object Filter.

Manage Media SMS

Manage Media Social

Creating, editing, and deleting Social Options.

Manage Media VoIP

Creating, editing, and deleting VoIP Options.

Manage Event

Performing all tasks related to managing Event.

When this Permission is selected, all its child Permissions are automatically selected.

Create Event

Creating an Event.

When this Permission is selected, its child Permission, Edit Event, is automatically selected.

Edit Event

Editing and categorizing Events.

Delete/Undelete

Event

Deleting Events in the Trash Can Workspace, and restoring deleted Events from the Trash Can Workspace.

Edit Event Encrypted Property

Editing the encrypted values of Protected Properties for Events.

When this Permission is selected, its child Permission, View Event Encrypted Property, is automatically selected.

View Event Encrypted Property

Viewing the encrypted values of Protected Properties for Events.

Manage Event Categories

Creating, renaming, sharing, and deleting Event Categories, and specifying names of Event Categories in multiple languages.

Only Users with this Permission can view the Event Object in the Object list of the Category Manager.

Manage Event Rules

Creating, editing, and deleting Rules created for Events.

Manage Objects for Event

Managing Event support Permissions of Objects for which Event support is enabled.

Manage Contacts for Event

Working with Contacts in an Event.

Manage <Object> for Event

Working with items of the Object in an Event.

Note 

This Permission is displayed if Event support is enabled for an Object.

For example, the Manage Opportunity for Event Permission is displayed if Event support is enabled for the Opportunity Object.

For more information about enabling Event support, see Enabling Event Support.

Purge Event

Permanently removing deleted Events from the Trash Can Workspace.

Manage Participant

Performing all tasks related to managing Participants.

When this Permission is selected, all its child Permissions are automatically selected.

Create Participant

Creating a Participant.

When this Permission is selected, its child Permission, Edit Participant, is automatically selected.

Edit Participant

Editing the details of Participants.

Delete/Undelete

Participant

Deleting Participants in the Trash Can Workspace, and restoring deleted Participants from the Trash Can Workspace.

Edit Participant Encrypted Property

Editing the encrypted values of Protected Properties for Participants.

When this Permission is selected, its child Permission, View Participant Encrypted Property, is automatically selected.

View Participant Encrypted Property

Viewing the encrypted values of Protected Properties for Participants.

Manage Participant Rules

Creating, editing, and deleting Rules created for Participants.

Purge Participant

Permanently removing deleted Participants from the Trash Can Workspace.

Manage <Global custom Object>

Performing all tasks related to managing <Global custom Object> items.

When this Permission is selected, all its child Permissions are automatically selected.

Create <Global custom Object>

Creating <Global custom Object> items.

When this Permission is selected, its child Permission, Edit <Global custom Object>, is automatically selected.

Edit <Global custom Object>

Editing and categorizing <Global custom Object> items.

Delete/Undelete <Global custom Object>

Deleting <Global custom Object> items in the Trash Can Workspace, and restoring deleted <Global custom Object> items from the Trash Can Workspace.

Edit <Global custom Object>

Encrypted Property

Editing the encrypted values of Protected Properties for <Global custom Object> items.

When this Permission is selected, its child Permission, View <Global custom Object> Encrypted Property, is automatically selected.

View <Global custom Object> Encrypted Property

Viewing the encrypted values of Protected Properties for <Global custom Object> items.

Manage <Global custom Object> Categories

Creating, renaming, sharing, and deleting <Global custom Object> Categories, and specifying names of <Global custom Object> Categories in multiple languages. Only Users with this Permission can view this Global custom Object in the Object list of the Category Manager.

Note 

The Manage <Global custom Object> Categories Permission is available only if the Object has been configured for categorization.

Manage <Global custom Object> Rules

Creating, editing, and deleting Rules created for this <Global custom Object>.

Merge <Global custom Object>

Merging two <Global custom Object> items.

Purge <Global custom Object>

Permanently removing deleted <Global custom Object> items from the Trash Can Workspace.

Copy <Global Object> Item View

Copying the User Preferences pane of the Global Object window to other Users.

Customize <Global Object> Windows

Modifying the User Preferences pane of the Global Object window.

Performing all tasks related to managing <Global Object> items.

When this Permission is selected, all its child Permissions are automatically selected.

Creating <Global Object> items.

When this Permission is selected, its child Permission, Edit <Global Object>, is automatically selected.

Edit <Global Object>

Editing and categorizing <Global Object> items.

Deleting <Global Object> items in the Trash Can Workspace, and restoring deleted <Global Object> items from the Trash Can Workspace.

Editing the encrypted values of Protected Properties for <Global Object> items.

When this Permission is selected, its child Permission, View <Global Object> Encrypted Property, is automatically selected.

Viewing the encrypted values of Protected Properties for <Global Object> items.

Creating, renaming, sharing, and deleting <Global Object> Categories, and specifying name of <Global Object> Categories in multiple languages. Only Users with this Permission can view this Global Object in the Object list of the Category Manager.

Note 

The Manage <Global Object> Categories Permission is available only if the Global Object has been configured for categorization.

Creating, editing, and deleting Rules created for this Global Object.

Merge Address

Merging two Address items.