Right

Description

Prerequisite Rights

Pages

View Account records

Allows groups to search for, print, and see existing Accounts.

None

Accounts list

Advanced Account Search

Account record >

•General

•Posting Criteria

•Workflow

•Child Accounts

Edit Account records

Allows groups to change existing Accounts.

View Account records

Same as for View Account records

Create Account records

Allows groups to create and print new Accounts. These groups can also create a copy of the current record.

Note: To select a parent Account or create child Accounts, groups must be able to view the appropriate Accounts.

To set any Account's posting criteria, groups must be able to view the appropriate:

•Contacts

•Projects and their categories

•Expenses, Tasks, and their categories

View Account records

Same as for View Account records

Delete Account records

Allows groups to delete existing Accounts.

View Account records

Same as for View Account records

Mass edit Account records

Allows groups to mass edit existing Accounts.

View Account records

Edit Account records

Mass Edit page