Employee Privileges

Privileges > Employee Privileges

Privileges

Privileges let you define various levels of access to data stored in CommitCRM. You can use an existing privileges group or create a new one and set up the various privileges as needed.

Each privilege is defined by: View, Edit and Delete permissions. This determines the permissions for the object being defined in each privilege line.

Following are the different privileges and their impact:

Setting up Employee with Privileges

Employee Privileges can be defined by assigning a predefined privilege group (SysAdmin, Full, Partial, Limited or Subcontractors) or you can assign a privilege group you've created yourself. See more details in Employee Privileges Group.

To define the Employee's privileges group:

1. From the Employees window select an Employee.
2. Go to the Employee tab and click Configure User.
3. In the Configure User window, choose the Privilege Group.
4. Click OK to save your changes.

Employee Privileges Group

When creating users in CommitCRM, you can assign predefined privilege groups (SysAdmin, Full, Partial, Limited or Subcontractors) or you can assign a privilege group you've created yourself.

Note that only Sys Admin users can set the Privileges groups and modify each group's definition, and that the Sys Admin Privileges group cannot be modified in the Privileges editor. To view employees who are defined as system administrators, go to the Main menu, then File > Users and Privileges > Show Administrators.

CommitCRM's basic installation includes three pre-defined privilege groups as follows:

1. Full – This group allows a user to do anything in the system, including advanced system customization. This group should be used to define users who will have complete access, but are not system administrators.
2. Partial – This group has some limitations, and may be used to define a "technician" role in the system:
   • Special operations in the system (such as performing batch updates, importing from QuickBooks, etc.)
   • Limited (read-only) access to other users' information, such as Tickets and Appointments.
   • Limited or no access to financial information.
3. Limited – Very limited access (read-only) to some information.

All these groups can be modified and you can add your own privilege groups if needed.

You can read more about how to set privileges in the Privileges FAQ.