Right

Description

Prerequisite Rights

Pages

View Account Records

Edit Account Records

Additional

View Account all categories

Allows groups to see existing Account categories and set one category as the default.

X

None

Account record > Categories

Add Account all categories

Allows groups to add categories to Accounts.

None

Delete Account all categories

Allows groups to delete categories from Accounts.

X

X

View Account all categories

View Account all custom fields

Allows groups to see all the custom fields of Accounts.

Note: To work with any custom field, groups must be able to view the field's category and its parents.

To see custom fields in a Project, groups must be able to view the Project.

X

View Account all categories

As customized by design

Edit Account all custom fields

Allows groups to change custom fields in Accounts.

X

X

View Account all custom fields

View Account security

Allows groups to see security access information for Accounts.

X

None

Account record > Security

Edit Account security

Allows groups to change security settings for individual accounts.

Note: Before you can enable security editing for a group and its users, the group must be able to view the appropriate Contacts.

X

X

View Account security

View Account all transactions

Allows groups to see the transactions already posted to any Account.

Note: To see transactions, groups must be able to view the appropriate Invoice Line Items, Expenses, and Tasks. Otherwise, these elements are displayed as "SECURED."

X

None

Account record > Transactions

Create Account all transactions

Allows groups to create and post transactions to an Account.

X

None