The below access acts as a guide and the security access of a person depends on the following:
- Which Settings > Account Options are enabled/disabled
- Which Settings > Custom User Roles are mapped to the Person Profile
- Which Workflow Roles are mapped to the Person Profiles
| Add New | View | Add | Edit | Delete |
| Company | 🟩 | |||
| Contact | 🟩 | |||
| Opportunity | 🟩 | |||
| Lead | 🟩 | |||
| Note | 🟩 | |||
| Planning | View | Add | Edit | Delete |
| 🟩 | ||||
| Contacts | View | Add | Edit | Delete |
| Contacts | 🟩 | 🟩 | ||
| Details Tab | 🟩 | 🟩 | 🟩 | 🟩 |
| Notes Tab | 🟩 | 🟩 | 🟩 | 🟩 |
| Opportunities | View | Add | Edit | Delete |
| Opportunities | 🟩 | |||
| Details Tab | 🟩 | 🟩 | 🟩 | 🟩 |
| Project Details Tab | 🟩 | 🟩 | 🟩 | 🟩 |
| Documents Tab | 🟩 | 🟩 | 🟩 | 🟩 |
| Risk Register Tab | 🟩 | 🟩 | 🟩 | 🟩 |
| Notes Tab | 🟩 | 🟩 | 🟩 | |
| Participant Tab | 🟩 | 🟩 | 🟩 | 🟩 |
| Actions Tab | 🟩 | 🟩 | 🟩 | 🟩 |
| Notes | View | Add | Edit | Delete |
| Notes | 🟩 | 🟩 | 🟩 | 🟩 |
| Actions | View | Add | Edit | Delete |
| Actions | 🟩 | 🟩 | 🟩 | |
| Submit New | View | Add | Edit | Delete |
| Checklists and Events | 🟩 | 🟩 | 🟩 | 🟩 |
| Incoming Reports | View | Add | Edit | Delete |
| View Reports | 🟩 | 🟩 | 🟩 | 🟩 |
| Calendar | View | Add | Edit | Delete |
| Add Action | 🟩 | |||
| View their own and other people's calendar | 🟩 | |||
| View other Project's calendar | 🟩 | |||
| Document Library | View | Add | Edit | Delete |
| Add Document | 🟩 | |||
| View Documents | 🟩 | |||
| My Tasks | View | Add | Edit | Delete |
| My Actions | 🟩 | 🟩 | 🟩 | 🟩 |
| My Workflows | 🟩 | 🟩 | 🟩 | 🟩 |
| My Team: Activities | View | Add | Edit | Delete |
| Global Search | 🟩 | |||
| Job Cards | 🟩 | |||
| Actions | 🟩 | |||
| Submitted Reports | 🟩 | |||
| Missing Reports | 🟩 | |||
| Timesheets | 🟩 | |||
| My Team: Administration | ||||
| Team Groups | 🟩 | |||
| Person Status | 🟩 | |||
| Documents | 🟩 | |||
| Procedures | 🟩 | |||
| Training Status | 🟩 | |||
| Team Notes | 🟩 | |||
| Messages | View | Add | Edit | Delete |
| Message People | 🟩 | |||
| Send Batch | 🟩 | |||
| Sent Message | 🟩 | |||
| Received Messages | 🟩 | |||
| Batch Log | 🟩 | |||
| Reports | View | Add | Edit | Delete |
| CRMTray Reports | 🟩 | |||
| Settings | View | Add | Edit | Delete |
| Account Settings | 🟩 | 🟩 | 🟩 | 🟩 |
| Alerts Admin | 🟩 | 🟩 | 🟩 | 🟩 |
| Manage Users | 🟩 | 🟩 | 🟩 | 🟩 |
| Document Settings | 🟩 | 🟩 | 🟩 | 🟩 |
| TeamTray Settings | 🟩 | 🟩 | 🟩 | 🟩 |
| CRMTray Settings | 🟩 | 🟩 | 🟩 | 🟩 |
| SHEQTray Settings | 🟩 | 🟩 | 🟩 | 🟩 |
| AssetTray Settings | 🟩 | 🟩 | 🟩 | 🟩 |
| Project Settings | 🟩 | 🟩 | 🟩 | 🟩 |
| Rosters | 🟩 | 🟩 | 🟩 | 🟩 |
| Workflow Admin | 🟩 | 🟩 | 🟩 | 🟩 |
| Checklists | 🟩 | 🟩 | 🟩 | 🟩 |
| Custom Fields | 🟩 | 🟩 | 🟩 | 🟩 |
| Custom Reports | 🟩 | 🟩 | 🟩 | 🟩 |
| Data | 🟩 | 🟩 | 🟩 | 🟩 |