Authorization levels: Home page (../CS)
|
Task List Item |
Required Conditions and Notes |
|---|---|
| Welcome |
Full or Casual user Default view if Check Tasks on Login is not selected in your user record |
| View activity tasks |
Full or Casual user Default view if Check Tasks on Login is selected in your user record |
| Generate reports |
Full or Casual user |
| View tasks |
Full or Casual user |
| IQA > Contacts |
Full user + Customers auth level 2 + Reporting group + MEMBERSHIP license |
| IQA > Prospects |
Full user + Customers auth level 2 + Reporting group + MEMBERSHIP and AQMGMT license |
| IQA > Orders |
Full user + Orders auth level 2 + Reporting group + ORDER license |
| IQA > Events |
Full user + Events auth level 2 + Reporting group + MEET license |
| IQA > Fundraising |
Full user + Fund Raising auth level 2 + Reporting group + FUNDR license |