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 |
| Action | 🟩 | |||
| People: Their own Person Profile only |
View | Add | Edit | Delete |
| Person Details Tab | 🟩 | |||
| Person Contact Details Tab | 🟩 | 🟩 | 🟩 | |
| Person Documents Tab | 🟩 | |||
| Person Actions Tab | 🟩 | 🟩 | ||
| Account Settings Tab | 🟩 | |||
| Incoming Reports | View | Add | Edit | Delete |
| View Reports | 🟩 | |||
| Calendar | View | Add | Edit | Delete |
| Add Action | 🟩 | |||
| View their own calendar | 🟩 | |||
| Document Library | View | Add | Edit | Delete |
| Add Document | 🟩 | |||
| View Documents | 🟩 | |||
| My Tasks | ||||
| My Actions | 🟩 | |||
| My Reports | 🟩 |