Task Permissions
You can use the tasks options to give staff members permission to add, edit, and delete tasks.
Field | Description |
---|---|
Tasks |
These options define the task permissions for staff members with this profile. |
Select All |
Select this check box to select all check boxes in the Tasks section. |
Read |
Select this check box to let staff members with this profile view tasks. |
Add |
Select this check box to let staff members with this profile add tasks. |
Edit |
Select this check box to let staff members with this profile edit existing tasks. If cleared, tasks are read-only when opened and staff members cannot edit fields or assign tasks. |
Delete |
Select this check box to let staff members with this profile delete tasks. |
Thread |
These options determine if staff members can modify notes in tasks. |
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 a task. |
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 a task. |