Right

Description

Prerequisite Rights

Pages

View Contact records

Edit Contact records

Additional

View Contact all categories

Allows users to view existing contact categories and set one of them as default.

x

Contact record > Categories

Add Contact all categories

Allows users to add categories to contacts.

x

x

View Contact all categories

Remove Contact all categories

Allows users to delete categories from contacts.

x

x

View Contact all categories

View Contact all custom fields

Allows users to view custom fields of contacts.

To work with custom fields, users must have at least the Read right to the associated category and its parents.

To see custom fields of type Custom Object, users must have at least the Read right to the custom object.

x

As customized by design

Edit Contact all custom fields

Allows users to change custom fields of contacts.

x

x

View Contact all custom fields

View Contact involved

Allows users to view a contact's involvement in various custom objects.

To view a contact's involvement, users must have at least the Read right to custom objects.

To view a contact's involved roles, users must have at least the Read right to the Involved object and its categories.

X

None

Contact record > Involved page

View Contact rates

Allows users to view assigned contact rates.

Note: To see tasks for which rates are set, users must have at least the Read right to Task.

x

View Task Records

Contact record > Rates

Edit Contact rates

Allows users to update existing rate information for contacts.

x

x

View Contact rates

Create Contact rates

Allows users to add rates to contacts.

Note: To add rates, the users must have at least the Read right to Task.

x

x

View Contact rates

View Task Records

Delete Contact rates

Allows users to delete rates from contacts.

x

x

View Contact rates

View Contact relations

Allows users to view existing contact relations.

x

Contact record > Relations

Create Contact relations

Allows users to add relations to contacts.

x

x

View Contact relations

Delete Contact relations

Allows users to delete relations from contacts.

x

x

View Contact relations

View Contact security

Allows users to view security access for contacts.

x

Contact record > Security page

Edit Contact security

Allows users to change security for contacts.

x

x

View Contact security

View Contact skills

Allows users to view existing contact skills.

x

Contact record > Skills page

Edit Contact skills

Allows users to update existing skill information for contacts.

x

x

View Contact skills

Create Contact skills

Allows users to add skills to contacts.

x

x

View Contact skills

Delete Contact skills

Allows users to delete skills from contacts.

x

x

View Contact skills

View Contact territories

Allows users to view existing contact territories.

x

Contact record > Territories page

Create Contact territories

Allows users to add territories to contacts.

x

x

View Contact territories

Delete Contact territories

Allows users to delete territories from contacts.

x

x

View Contact territories