Organization Permissions
The Organizations tab lists the possible Service, Outreach, and Opportunities states for organizations. It defines permissions for the staff members with this profile to read, edit, or delete organizations that are in the selected states.
The state of an organization can be manually set by staff members when adding or editing an organization, or automatically by the system based on how the organization was added. For example, an organization that has been added while creating an incident defaults to the Service state.
There are seven states:
- Service
- Outreach
- Opportunities
- Opportunities and Outreach
- Service and Outreach
- Service and Opportunities
- Service and Opportunities and Outreach
When you define the permissions by state on the Organizations tab, consider which staff members should be able to take actions on organizations in the various states. For example, you might give agents read and edit access to organizations in any state that includes Service. However, you may decide that you do not want them to delete any organizations in the Service and Opportunities, Service and Outreach, and Service and Opportunities and Outreach states.
| Field | Description |
|---|---|
| Organizations | These options define the organization permissions for staff members with this profile. |
| Select All | Select this check box to select all check boxes in the Organizations section. |
| Add Organizations | Select this check box to let staff members with this profile add organizations. |
| Permission by organization state | Organizations are classified by their state, which can be Service, Outreach,
Opportunities, or any combination of the three. In this section, set
the permissions for staff members with this profile to view, edit,
and delete organizations in these states and combinations of
states. Click the Read, Edit, or Delete button above a column to select or clear all check boxes in the column. |
| Read | Select these check boxes to let staff members with this profile view organizations in the specified state. |
| Edit | Select these check boxes to let staff members with this profile edit organizations in the specified state. |
| Delete | Select these check boxes to let staff members with this profile delete organizations in the specified state. |
| Thread | These options determine if staff members can modify notes in organization records. |
Select All |
Select this check box to select all check boxes in the Thread section. |
Edit/Delete Notes Created by Logged in User |
Select this check box to let staff members with this profile edit and delete notes they have added to an organization record. |
| Edit/Delete Notes Created by any User | Select this check box to let staff members with this profile edit and delete notes other staff members have added to an organization record. |