Data Ownership - 2nd Level Security
Read/Write access to data is given to all Owners of the data. This can vary from module to module. E.g. a Task record associated with a job has 3 Owners the person who created the record, the person who the Task is assigned to, and the project manager of the job.
|
Module |
Owners |
|
Sales Opportunity |
Creator, Assigned to, Account Manager |
|
Quote |
Creator, Assigned to, Account Manager |
|
Job |
Creator, Assigned to, Project Manager |
|
Task/Event |
Creator, Assigned To and owner of linked project |
|
Contact |
Creator |
|
Business Unit |
Creator |
|
Timesheet |
Creator |
|
Payment |
Creator, Job Project Manager |
|
Invoice |
Creator, Job Project Manager |