Task Permissions

You can use the tasks options to give staff members permission to add, edit, and delete tasks.

Tasks Tab

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.