This section describes all available privileges and their functions.
|
Privilege name |
Function |
|---|---|
|
AccountManage |
Allows the user to manage accounts in NexJ Customer Relationship Management. |
|
ACLView |
Allows the user to only see contacts in an access control list when the access control list feature has been enabled. |
|
ActAttachmentManage |
Allows the user to manage activity attachments. |
|
ActAttachmentView |
Allows the user to view activity attachments. |
|
ActHistoryView |
Allows the user to view activity history. |
|
ActView |
Allows the user to view activities and related classes. |
|
AddressManage |
Allows the user to manage addresses. |
|
AddressView |
Allows the user to view addresses. |
|
AdHocAdministrator |
Administers the AdHoc Reporting server. |
|
AdHocActivityManager |
Assigns the manager role within the Activity domain of the AdHoc reporting server. |
|
AdHocActivityUser |
Assigns the user role within the Activity domain of the AdHoc reporting server. |
|
AdHocBusinessProcessManager |
Assigns the manager role within the BusinessProcess domain of the AdHoc reporting server. |
|
AdHocBusinessProcessUser |
Assigns the user role within the BusinessProcess domain of the AdHoc reporting server. |
|
AdHocCampaignParticipantManager |
Assigns the manager role within the CampaignParticipant domain of the AdHoc reporting server. |
|
AdHocCampaignParticipantUser |
Assigns the user role within the CampaignParticipant domain of the AdHoc reporting server. |
|
AdHocCampaignManager |
Assigns the manager role within the Campaign domain of the AdHoc reporting server. |
|
AdHocCampaignUser |
Assigns the user role within the Campaign domain of the AdHoc reporting server. |
|
AdHocCategoryManager |
Assigns the manager role within the Category domain of the AdHoc reporting server. |
|
AdHocCategoryUser |
Assigns the user role within the Category domain of the AdHoc reporting server. |
|
AdHocCompanyManager |
Assigns the manager role within the Company domain of the AdHoc reporting server. |
|
AdHocCompanyUser |
Assigns the user role within the Company domain of the AdHoc reporting server. |
|
AdHocContactManager |
Assigns the manager role within the Contact domain of the AdHoc reporting server. |
|
AdHocContactUser |
Assigns the user role within the Contact domain of the AdHoc reporting server. |
|
AdHocCoverageTeamManager |
Assigns the manager role within the CoverageTeam domain of the AdHoc reporting server. |
|
AdHocCoverageTeamUser |
Assigns the user role within the CoverageTeam domain of the AdHoc reporting server. |
|
AdHocHouseholdManager |
Assigns the manager role within the Household domain of the AdHoc reporting server. |
|
AdHocHouseholdUser |
Assigns the user role within the Household domain of the AdHoc reporting server. |
|
AdHocInboundCallManager |
Assigns the manager role within the InboundCall domain of the AdHoc reporting server. |
|
AdHocInboundCallUser |
Assigns the user role within the InboundCall domain of the AdHoc reporting server. |
|
AdHocManager |
Allows access to the Manage tab. Must be used in conjunction with the AdHocDomain Manager privileges. |
|
AdHocOpportunityManager |
Assigns the manager role within the Opportunities domain of the AdHoc reporting server. |
|
AdHocOpportunityUser |
Assigns the user role within the Opportunities domain of the AdHoc reporting server. |
|
AdHocRoadshowManager |
Assigns the manager role within the Roadshow domain of the AdHoc reporting server. |
|
AdHocRoadshowUser |
Assigns the user role within the Roadshow domain of the AdHoc reporting server. |
|
AdHocServiceModelManager |
Assigns the manager role within the ServiceModel domain of the AdHoc reporting server. |
|
AdHocServiceModelUser |
Assigns the user role within the ServiceModel domain of the AdHoc reporting server. |
|
AdHocSLMManager |
Assigns the manager role within the SLM domain of the AdHoc reporting server. |
|
AdHocSLMUser |
Assigns the user role within the SLM domain of the AdHoc reporting server. |
|
AdHocStaticReportsManager |
Assigns the manager role for static reports. |
|
AdHocStaticReportsUser |
Assigns the user role for static reports. |
|
AdHocUserFieldManager |
Assigns the manager role within the UserField domain of the AdHoc reporting server. |
|
AdHocUserFieldUser |
Assigns the user role within the UserField domain of the AdHoc reporting server. |
|
AdHocUserManager |
Assigns the manager role within the User domain of the AdHoc reporting server. |
|
AdHocUserUser |
Assigns the user role within the User domain of the AdHoc reporting server. |
|
AdminActivityPlanTemplateManage |
Allows the user to view activity plan templates. |
|
AdminAddressLookup |
Allows the user to import new AddressLookup data in NexJ Admin Console. |
|
AdminApplicationAccess |
Allows the user to access NexJ Admin Console. |
|
AdminBIBulkSync |
Allows the user to initiate a BI bulk sync in NexJ Admin Console. |
|
AdminBIManage |
Allows the user to modify BI metaclasses loaded on reseed in NexJ Admin Console. |
|
AdminBITargetManage |
Allows the user to create and delete BI targets in NexJ Admin Console. This privilege should not be given to any users because BI target is a singleton. |
|
AdminBPDocBundleUpdate |
Allows the user to update existing BPDocBundles and documents in NexJ Admin Console. This privilege should only be given to the system administrator. |
|
AdminBPDocTemplateManage |
Allows the user to manage BPDocTemplates in NexJ Admin Console. |
|
AdminBatchProcessManage |
Allows the user to form batch process configurations in NexJ Admin Console. |
|
AdminBusinessProcessManage |
Allows the user to manage business process templates in NexJ Admin Console. |
|
AdminBusinessProcessUpdate |
Allows the user to delete or update existing business process templates in NexJ Admin Console. |
|
AdminCategoryManage |
Allows the user to manage all security levels of categories in NexJ Admin Console. |
|
AdminCoverageTeamManage |
Allows the user to manage all security levels of coverage groups in NexJ Admin Console. |
|
AdminCustomFieldTypeManage |
Allows the user to manage all security levels of custom field types in NexJ Admin Console. |
|
AdminEditActBadgeConfig |
Allows the user to manage activity dashboard badges in NexJ Admin Console. |
|
AdminEditActTemplateStatus |
Allows the user to manage activity template status in NexJ Admin Console. |
|
AdminEditActionTemplates |
Allows the user to manage activity templates in NexJ Admin Console. |
|
AdminEditActivityPlanTemplate |
Allows the user to manage activity plan templates. When assigning this privilege, also look at how the PublicActivityPlanTemplateManage and PrivateActivityPlanTemplateManage privileges are assigned. |
|
AdminEditAddrTypes |
Allows the user to manage address types in NexJ Admin Console. |
|
AdminEditCategories |
Allows the user to manage category types for a contact, user, company, or household profile in NexJ Admin Console. |
|
AdminEditCommsTypes |
Allows the user to manage communication types in NexJ Admin Console. |
|
AdminEditCustomFieldTypes |
Allows the user to manage custom field types in NexJ Admin Console. |
|
AdminEditDocTemplates |
Allows the user to manage document templates in NexJ Admin Console. |
|
AdminEditDocTypes |
Allows the user to manage document types in NexJ Admin Console. |
|
AdminEditEntityBadgeConfig |
Allows the user to manage entity dashboard badge configurations in NexJ Admin Console. |
|
AdminEditEntityType |
Allows the user to manage entity types in NexJ Admin Console. |
|
AdminEditPredefinedFilters |
Allows the user to manage predefined filters for saved lists in NexJ Admin Console. |
|
AdminEditServiceRequestTemplate |
Allows the user to create and edit service request templates in NexJ Admin Console. |
|
AdminEntityListManage |
Allows the user to manage all security levels of saved lists in NexJ Admin Console. |
|
AdminEntityQueryManage |
Allows the user to manage all security levels of entity queries in NexJ Admin Console. (Deprecated.) |
|
AdminEnumDisplayManage |
Allows the user to edit EnumDisplay in NexJ Admin Console. |
|
AdminFolderManage |
Allows the user to manage all security levels of folders in NexJ Admin Console. |
|
AdminImportContacts |
Allows the user to import contacts from a CSV file in NexJ Admin Console. |
|
AdminImportProcessManage |
Allows the user to manage import process templates in NexJ Admin Console. |
|
AdminImportProcessUpdate |
Allows the user to update any import process at any stage in NexJ Admin Console. |
|
AdminImportProcessView |
Allows the user to view any import process at any stage in NexJ Admin Console. |
|
AdminMailMergeConfigurationManage |
Allows the user to add, edit, and delete mail merge configurations. |
|
AdminMailMergeConfigurationView |
Allows the user to view the contents of mail merge configurations. |
|
AdminPeriodManage |
Allows the user to create and update periods in NexJ Admin Consolewhen service level management is enabled. |
|
AdminQuickReportManage |
Allows the user to manage the security of ad hoc report definitions in NexJ Admin Console. |
|
AdminReportDefinitionFolderManage |
Allows the user to manage the security of report folder definitions in NexJ Admin Console. |
|
AdminReportLayoutManage |
Allows the user to manage all security levels of report layouts in NexJ Admin Console. |
|
AdminResetUserPassword |
Allows the user to change the passwords of any other user in NexJ Admin Console. |
|
AdminSavedFilterRuleManage |
Allows the user to administer saved filter rules. |
|
AdminScheduleItemDelete |
Allows the user to delete schedule items when the owner is not assigned to the item. |
|
AdminServiceLevelManage |
Allows the user to manage service level features in NexJ Admin Console. |
|
AdminSyncEntityListEdit |
Allows the user to update user sync lists in NexJ Admin Console. |
|
AdminUserGroupManage |
Allows the user to manage user groups in NexJ Admin Console. |
|
AdminUserListManage |
Allows the user to manage all security levels of user lists in NexJ Admin Console. |
|
AdminWorkQueueTaskHistoryManage |
Allows the user to edit entries of work queue task history in NexJ Admin Console. |
|
AdminWorkQueueTaskManage |
Allows the user to edit work queue tasks in NexJ Admin Console. |
|
AdminWorkQueueTaskReadOwned |
Allows the user to read work queue tasks in NexJ Admin Console that are owned by other users. |
|
AdminWorkQueueTaskSetOwner |
Allows the user to edit the owner field of a work queue task in NexJ Admin Console. |
|
AdminWorkQueueTaskSwitchQueues |
Allows the user to move a task from one work queue to another in NexJ Admin Console. |
|
ApplicationCreate |
Allows the user to create applications. |
|
ApplicationDelete |
Allows the user to delete an existing application. |
|
ApplicationSwitch |
Allows the user to switch existing applications. |
|
ApplicationUpdate |
Allows the user to update an existing application. |
|
AssignmentModelAdmin |
Allows the user to manage assignment models in NexJ Admin Console. |
|
AuditLogConfigurationManage |
Allows the user to manage audit trail configuration in NexJ Admin Console. |
|
AuditLogConfigurationView |
Allows the user to view audit trail configuration in NexJ Admin Console. |
|
AuditLogCreate |
Allows the user to create audit trail entries in NexJ Admin Console. |
|
AuditLogDelete |
Allows the user to delete audit trail entries in NexJ Admin Console. |
|
AuditLogUpdate |
Allows the user to update audit trail entries in NexJ Admin Console. |
|
AuditLogView |
Allows the user to view audit trail entries in NexJ Admin Console. |
|
AvailableScheduleItemManage |
Allows the user to create, edit, and delete available schedule items. |
|
AvailableScheduleItemView |
Allows the user to view available schedule slots. |
|
BatchBrokerProcessManage |
Allows the user to manage batch broker processes as well as hide and expose events from the batch broker process in NexJ Admin Console. |
|
BatchBrokerProcessView |
Allows the user to view batch broker processes in NexJ Admin Console. |
|
BatchCoverageGroupManage |
Allows the user to perform coverage group add and remove batch operations. |
|
BatchCoverageManage |
Allows the user to perform coverage add and remove batch operations. |
|
BatchJobManage |
Allows the user to manage actions for batch jobs. |
|
BatchJobRun |
Allows the user to execute actions for batch jobs. |
|
BatchProcessManage |
Allows the user to perform batch operations. |
|
BatchServiceRequestDelete |
Allows the user to delete multiple service requests at one time. |
|
BICubeReportManage |
Allows the user to manage cube report metadata. |
|
BICubeReportView |
Allows the user to view cube report metadata. |
|
BirthdayMailerView |
Allows the user to print birthday mailers and enables the Contacts with Upcoming Birthdays filter for the user. |
|
BIView |
Allows the user to view BI metaclasses loaded by reseed. |
|
BIWrite |
Allows the user to write BI instances in NexJ Admin Console. This privilege should only be given to users of the BI sync channel. |
|
BPDocBundleManage |
Allows the user to manage business process document bundles. |
|
BPDocBundleView |
Allows the user to view business process document bundles. |
|
BranchView |
Allows the user to only see contacts in a branch or list of branches. |
|
BriefingBookReportManage |
Allows the user to generate the Briefing Book Report. |
|
BulletinManage |
Allows the user to create and edit login bulletins. |
|
BulletinView |
Allows the user to view login bulletins. |
|
Business Process Approver |
A group of privileges that allows the user to approve or reject approval requests for business processes. |
|
BusinessProcessManage |
Allows the user to manage a business process. |
|
BusinessProcessView |
Allows the user to view a business process. |
|
call:AdminCallView |
Allows the user to configure call scripts, using the Customize workspace in NexJ CRM. |
|
call:CallReasonManage |
Allows the user to create, update, and delete call reasons for call scripts. |
|
call:CallReasonView |
Allows the user to view call reasons for call scripts. |
|
call:CallScriptManage |
Allows the user to create, update, and delete call scripts. |
|
call:CallScriptTemplateCreate |
Allows the user to create call script templates. |
|
call:CallScriptTemplateDelete |
Allows the user to delete call script templates. |
|
call:CallScriptTemplateUpdate |
Allows the user to update call script templates. |
|
call:CallScriptTemplateView |
Allows the user to view call script templates. |
|
call:CallScriptView |
Allows the user to view call scripts. |
|
call:ExportImportSchemeAdmin |
Allows the user to export and import call script templates in Scheme. |
|
call:gCallAdmin |
A group of privileges that assigns inbound call privileges to an administrator. |
|
call:gCallUser |
A group of privileges that assigns inbound call privileges to a user. |
|
call:InboundCallBeaconView |
Allows the user to view the inbound call icon on the Inbound Callworkspace. |
|
call:InboundCallManage |
Allows the user to create, update, and delete inbound calls on the Inbound Call workspace. |
|
call:InboundCallView |
Allows the user to view inbound calls on the Inbound Call workspace. |
|
call:UserCallStateManage |
Allows the user to create, update, and delete call state records for inbound calls. |
|
call:UserCallStateView |
Allows the user to read call state records for inbound calls. |
|
ClientActivityMonitor |
Allows logging of client performance metrics for the user. |
|
ClientCoverage |
Allows the user to manage client coverage. |
|
ClientOptionBlockManage |
Allows the user to manage the option block from the client side. |
|
ClientPerformanceStatus |
Allows performance banners for the user. This privilege overrides the clientPerfStatusEnabled setting in the environment file. |
|
cm:AccountManage |
Allows the user to view and manage accounts in Account Mapping on the Customize workspace. |
|
cm:AccountView |
Allows the user to view accounts in Account Mapping on the Customize workspace. |
|
cm:CallListManage |
Allows the user to view and manage call lists on the Call Listsworkspace when Capital Markets functionality is enabled and on theContacts workspace. |
|
cm:CallListView |
Allows the user to view and use call lists on the Call Lists workspace when Capital Markets functionality is enabled and on the Contactsworkspace. |
|
cm:FundActiveManage |
Allows the user to activate or deactivate funds. |
|
cm:FundManage |
Allows the user to manage funds. |
|
cm:FundView |
Allows the user to view funds. |
|
cm:gCapitalMarketsAdmin |
A group of privileges that provides full administrative access to Capital Markets functionality. |
|
cm:gCapitalMarketsUser |
A group of privileges that provides view access to capital markets functionality. |
|
cm:HomeScreenView |
Allows the user to view the Capital Markets tab and subtabs on theHome workspace. |
|
cm:ResearchSubjectManage |
Allows the user to view and manage research subscriptions on the Contacts and Customize workspaces. |
|
cm:ResearchSubjectView |
Allows the user to view research subscriptions on the Contactsworkspace. |
|
cm:RevenueSummaryManage |
Allows NexJ CRM to integrate third-party data into the Revenue Summary tab in a contact's portfolio. Assign this privilege to the NexJ CRM system administrator user, for example, nexjsa. |
|
cm:RevenueSummaryView |
Allows the user to view revenue summary data in the Revenue Summary tab in a contact's portfolio. |
|
cm:SecurityHoldingManage |
Allows the user to view and manage manual security holdings. |
|
cm:SecurityHoldingView |
Allows the user to view securities holdings. |
|
cm:SecurityManage |
Allows the user to view and manage securities on the Securitiesworkspace. |
|
cm:SecurityView |
Allows the user to view the Securities workspace. |
|
cm:StockInterestManage |
Allows the user to view and manage stock interests for a contact on the Contacts workspace. |
|
cm:StockInterestView |
Allows the user to view stock interests for a contact on the Contactsworkspace. |
|
cm:SubscriptionManage |
Allows the user to view and manage subscriptions in the Subscriptions tab in a contact's portfolio. |
|
cm:SubscriptionView |
Allows the user to view subscriptions in the Subscriptions tab in a contact's portfolio. |
|
cm:TaxonomyManage |
Allows NexJ CRM to integrate third-party data into the Taxonomy Management tab on the Securities workspace. Assign this privilege to the NexJ CRM system administrator user, for example, nexjsa. |
|
cm:TaxonomyView |
Allows the user to view the company, industry, and sector hierarchy and assign coverage in the Taxonomy Management tab on theSecurities workspace. |
|
cm:TransactionManage |
Allows NexJ CRM to integrate third-party data into the Transactions workspace. Assign this privilege to the NexJ CRM system administrator user, for example, |
|
cm:TransactionView |
Allows the user to view transactions on the Transactions workspace. |
|
CompanyActiveManage |
Allows the user to deactivate or activate companies. |
|
CompanyCreate |
Allows the user to create a new company. |
|
CompanyDelete |
Allows the user to delete an existing company. |
|
CompanyUpdate |
Allows the user to change the properties of an existing company. |
|
CompanyView |
Allows the user to view an existing company. |
|
ContactCreate |
Allows the user to create a new contact. |
|
ContactDelete |
Allows the user to delete an existing contact. |
|
ContactUpdate |
Allows the user to change the properties of an existing contact. |
|
ConversationDelete |
Allows the user to delete an existing conversation. |
|
ConversationManage |
Allows the user to view, create, and edit conversations. |
|
ConversationNonPrivateManage |
Allows the user to manage non-private conversations. |
|
ConversationNonPrivateView |
Allows the user to view non-private conversations. |
|
ConversationUserDelete |
Allows the user to delete conversation users. |
|
CoverageRoleAdmin |
Allows the user to manage coverage roles. |
|
CoverageTeamAdmin |
Allows the user to add, modify, and delete coverage teams in NexJ Admin Console. |
|
CurrencyManage |
Allows the user to manage currencies and exchange rates in NexJ Customer Relationship Management. |
|
DataMatchServiceManage |
Allows the user to configure the data match service. This privilege is used for features such as data import. |
|
DataMatchServiceRun |
Allows the user to submit data sets to the data match service for matching. This privilege is used for features such as data import. |
|
DataMatchServiceView |
Allows the user to view data match service configurations. This privilege is used for features such as data import. |
|
Debug |
Allows the user to set breakpoints in Scheme code in sessions owned by the current user. |
|
DebugAnyone |
Allows the user to set breakpoints in Scheme code that are triggered by other users. |
|
DebugEval |
Allows the user to evaluate any expression while debugging. |
|
deployment:DeployMetadata |
Allows the user to use the Deployment tool in Studio to manage dynamic deployment. |
|
DistributedTaskManage |
Allows the user to manage DistributeTask and DistributedTaskUnits in NexJ Admin Console. |
|
DocumentView |
Allows the user to view a document. |
|
EnableIntegratedLeadManagement |
Enables Integrated Lead Management for the user. |
|
EnableLocalization |
Enables templates (including business process templates) to be localized. |
|
EntityActiveManage |
Allows the user to deactivate or activate entities. |
|
EntityApprovalApprove |
Allows the user to approve an approval request for a business process for a change to a company or contact. |
|
EntityApprovalRequest |
Allows the user to submit an approval request for a business process for a change to a company or contact. |
|
EntityCategoryManage |
Allows the user to add, edit, and delete entity categories. |
|
EntityCategoryView |
Allows the user to view entity categories. |
|
EntityListCoverageViewManage |
Allows the user to limit the view security of a saved list by coverage group. |
|
EntityListManage |
Allows the user to manage saved lists. |
|
EntityListMemberManage |
Allows the user to add or remove the members of saved lists. |
|
EntityListPublicViewManage |
Allows the user to set the view security of a saved list to Public. |
|
EntityListView |
Allows the user to view any saved lists. |
|
EntityQueryManage |
Allows the user to create and modify queries used for entity search. (Deprecated.) |
|
EntityView |
Allows the user to view entities and related classes. |
|
EnumDisplayBaseRead |
Allows the user to read enumeration base displays. |
|
EnumDisplayManage |
Allows the user to create, update, and delete enumeration displays. |
|
EnumManage |
Allows the user to create, update, and delete enumerations in NexJ Admin Console. |
|
EnumRead |
Allows the user to view enumerations in NexJ Admin Console. |
|
EventManage |
Allows the user to create and update events. |
|
EventView |
Allows the user to view events. |
|
ExternalManage |
Allows the user to manage external aspects of the application. This privilege should be automatically assigned to all external users. |
|
FavouriteUserListManage |
Allows the user to manage favorite lists of users. |
|
FeeBasedGroupManage |
Allows the user to manage fee-based groups in NexJ Customer Relationship Management. |
|
FilterRuleManage |
Allows the user to create, edit, and delete filter rules. |
|
FilterRuleMetadataManage |
Allows the user to manage field and subject area associations in NexJ Admin Console. |
|
FilterRuleMetadataView |
Allows the user to view field and subject area associations in NexJ Admin Console. |
|
FilterRuleView |
Allows the user to view filter rules. |
|
FinanceView |
Allows the user to view financial data such as portfolios, accounts, holdings, and transactions in NexJ Customer Relationship Management. |
|
FinancialDateManage |
Allows the user to manage financial dates in NexJ Customer Relationship Management. |
|
FinancialPeriodManage |
Allows the user to manage financial periods in NexJ Customer Relationship Management. |
|
FirmView |
Allows the user to see all records across all branches. |
|
flow:ExportImportSchemeAdmin |
Allows the user to export and import business process and flow templates in Scheme. |
|
flow:FlowManage |
Allows the user to create, update, and delete flows and related objects. |
|
flow:FlowManageAdmin |
Allows the user to update flows. |
|
flow:FlowTemplateManage |
Allows the user to create, update, and delete flow templates and related objects. |
|
flow:FlowTemplateView |
Allows the user to view flow templates and related objects. |
|
flow:FlowView |
Allows the user to view flows and related objects. |
|
flow:gFlowGeneralAdmin |
A group of privileges that allows the user to manage flows and flow templates. |
|
flow:gFlowGeneralManage |
A group of privileges that allows the user to manage flows. |
|
flow:gFlowTemplateGeneralManage |
A group of privileges that allows the user to manage flow templates. |
|
flow:QuestionnaireManage |
Allows the user to create, update, and delete questionnaires and related objects. |
|
flow:QuestionnaireTemplateManage |
Allows the user to create, update, and delete questionnaire templates and related objects. |
|
flow:QuestionnaireTemplateView |
Allows the user to view questionnaire templates and related objects. |
|
flow:QuestionnaireView |
Allows the user to view questionnaires and related objects. |
|
FolderManage |
Allows the user to view and edit the folders in the Document Manager workspace. |
|
FormulaManage |
Allows the user to create, update, and delete formulas in NexJ Studio. |
|
FormulaView |
Allows the user to read formulas in NexJ Studio. |
|
gAdminFunction |
A group of privileges that provides all administrator privileges. This group of privileges should only be assigned to administrative users. |
|
gAuthenticatedPrincipal |
A group of privileges that should be given to all authenticated principals. |
|
gBusinessProcessAdmin |
A group of privileges that allows the user to create, modify, activate, deactivate, and delete business processes. |
|
gCompanyManagement |
A group of privileges that allows the user to view, create, update, and delete companies. |
|
gConfigTypeManagement |
A group of privileges that provides the privileges required to create, update, and delete configuration types. |
|
gContactManagement |
A group of privileges that provides the privileges required for standard contact management. |
|
gCoreAdmin |
A group of privileges that provides high-level administrative privileges. This group of privileges should only be assigned to the default seeded nexjsa user. |
|
gDataMatchServiceAdmin |
A group of privileges that provides the privileges for data match service administrators. |
|
gDataMatchServiceUser |
A group of privileges that provides the privileges for data match service users. |
|
gEnableIntegratedLeadManagement |
A group of privileges that provides the privileges for enabling Integrated Lead Management. |
|
gEnterpriseRoleAdmin |
A group of privileges that provides full administrative access to enterprise roles and enterprise role to user mapping. |
|
gEnterpriseRoleView |
A group of privileges that provides the ability to view enterprise role-related data. |
|
gEntityListManagement |
A group of privileges that allows the user to manage saved lists. |
|
gFinanceAdmin |
A group of privileges that provides all administrative finance-related functions in NexJ Customer Relationship Management. |
|
gHouseholdManagement |
A group of privileges that allows the user to manage all household-related functions. |
|
gImportProcessManagement |
A group of privileges that allows the user to perform and manage import processes. |
|
gInboundExchangeSyncUser |
A group of privileges required for inbound synchronization users of Microsoft Exchange Server. |
|
gLeadDistribution |
A group of privileges that allows the user to administer lead distribution. |
|
gLeadManagement |
A group of privileges that allows the user to administer lead management. |
|
gMessageDispatch |
A group of privileges that allows the user to manage message dispatches. |
|
gPortalAccess |
A group of privileges that allows the user to be able to view items in the portal application. |
|
gPortalAdmin |
A group of privileges that grants the user full portal administrative privileges. |
|
gPortalPersonalizeUser |
A group of privileges that allows the user to personalize their portal workspaces. |
|
gPortalServerUser |
A group of privileges that allows the user to manage portals. |
|
gPrivateConfigTypeManagement |
A group of privileges that allows the user to manage private configuration types. |
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gPublicConfigTypeManagement |
A group of privileges that allows the user to manage public configuration types. |
|
gReportAccess |
A group of privileges that allows the user to run Jasper reports. |
|
gServiceRequestAdmin |
A group of privileges that allows the user to delete multiple service requests at one time. |
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GenerateImportDefinition |
Allows the user to generate import definitions. |
|
GenericRPCSecurable |
Allows the user to make RPC calls on the server with any client in addition to the default option, which is flat web. |
|
HierarchyContextManage |
Allows the user to manage hierarchy context priorities. |
|
HistoricalAuditManage |
Allows the user to edit historical audit master tables in NexJ Admin Console. |
|
HistoryItemManage |
Allows the user to manage client UI history. |
|
HistoryItemView |
Allows the user to view client UI history. |
|
HoldableManage |
Allows the user to manage holdables in NexJ Customer Relationship Management. |
|
HoldingsManage |
Allows the user to manage holdings in NexJ Customer Relationship Management. |
|
HouseholdActiveManage |
Allows the user to deactivate or activate households. |
|
HouseholdCreate |
Allows the user to add a new household. |
|
HouseholdDelete |
Allows the user to delete an existing household. |
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HouseholdSecurable |
Allows the user to view other members of their own household. This privilege is only relevant to external users. |
|
HouseholdUpdate |
Allows the user to change the properties of an existing household. |
|
HouseholdView |
Allows the user to view households. |
|
ilm:CallScriptManage |
Allows the user to create, update, and delete lead call scripts. |
|
ilm:CallScriptTemplateCreate |
Allows the user to create lead call script templates. |
|
ilm:CallScriptTemplateDelete |
Allows the user to delete lead call script templates. |
|
ilm:CallScriptTemplateUpdate |
Allows the user to update lead call script templates. |
|
ilm:CallScriptTemplateView |
Allows the user to view lead call script templates. |
|
ilm:CallScriptView |
Allows the user to view lead call scripts. |
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ilm:EnableAdminLeadManagement |
Enables administrator functionality for integrated lead management for the user. |
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ilm:EnableIntegratedLeadManagement |
Enables integrated lead management for the user. |
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ilm:ExportImportSchemeAdmin |
Allows the user to export and import leads call script templates in Scheme. |
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ilm:gLeadAdmin |
A group of privileges that grants full administrative privileges for leads. |
|
ilm:gLeadManager |
A group of privileges that allows the user to manage leads and lead call script templates. |
|
ilm:gLeadUser |
A group of privileges that allows the user to create, update, and delete leads and lead call scripts. |
|
ilm:LeadAllView |
Allows the user to view all leads. |
|
ilm:LeadCreate |
Allows the user to create leads. |
|
ilm:LeadDelete |
Allows the user to delete leads. |
|
ilm:LeadDistributionManage |
Allows the user to distribute leads. |
|
ilm:LeadManage |
Allows the user to manage leads. |
|
ilm:LeadView |
Allows the user to view leads. |
|
ImportProcessManage |
Allows the user to run the import process. |
|
ImportProcessView |
Allows the user to view import processes and results. |
|
InternalManage |
Allows the user to be able to manage all internal aspects of the application. This privilege should be automatically assigned to all internal users. |
|
JMXManage |
Allows the user to view and edit JMX statistics in NexJ System Admin Console. |
|
KYCManage |
Allows the user to manage KYCs in NexJ Customer Relationship Management. |
|
LayoutManage |
Allows the user to create, update, and manage layouts in NexJ Studio. |
|
LayoutView |
Allows the user to view layouts in NexJ Studio. |
|
LogManage |
Allows the user to adjust application logger attributes. |
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ManageUnsubscribedNotifications |
Allows the user access to the Turned off notifications tab on theCustomize workspace. |
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NotifyServerManage |
Allows the user to manage notify servers. |
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NotifyServerView |
Allows the user to view a notify server. |
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NotificationsManage |
Allows the user to view notifications, mark notifications as read, clear notifications, and execute quick responses from notifications. |
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NotificationsView |
Allows the user to view notifications in the notifications stream. |
|
NotifyTargetManage |
Allows the user to manage notify targets. |
|
NotifyTargetView |
Allows the user to view notify targets. |
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OpportunityAdmin |
Allows the user to create and edit opportunity templates in NexJ Admin Console. |
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OpportunityApprovalApprove |
Allows the user to approve an opportunity approval request. |
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OpportunityApprovalRequest |
Allows the user to submit an opportunity change for approval. |
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OptionBlockManage |
Allows the user to create, update, and remove user options in NexJ Admin Console. |
|
OptionBlockView |
Allows the user to view user options in NexJ Admin Console. |
|
PartitionManage |
Allows the user to create, read, and update partitions. Only the system administrator should have this privilege. |
|
PartitionView |
Allows the user to view partitions. |
|
PasswordAllManage |
Allows the user to set any user's password. |
|
PasswordSelfManage |
Allows the user to set their own password. |
|
PeriodView |
Allows the user to view periods. |
|
PersonActiveManage |
Allows the user to deactivate or activate people. |
|
PersonView |
Allows the user to view a Person object. |
|
PoolManage |
Allows changing resource and consumer pool properties at run time. |
|
PortfolioImportManage |
Allows the user to manage portfolio import jobs in NexJ Customer Relationship Management. |
|
PortfolioImportView |
Allows the user to view portfolio import jobs in NexJ Customer Relationship Management. |
|
PortfolioManage |
Allows the user to manage portfolios in NexJ Customer Relationship Management. |
|
PortletLibraryAccess |
Allows the user to access the portlet library. |
|
PortletManage |
Allows the user to create, update, and delete portlets from the Registry. |
|
PortletView |
Allows the user to query for portlets from the Registry. |
|
PrivateActivityPlanTemplateManage |
Allows the user to set activity plan templates to a security level of private. When assigning this privilege, also look at how the AdminEditActivityPlanTemplate and PublicActivityPlanTemplateManage privileges are assigned. |
|
PrivateCategoryManage |
Allows the user to set categories to a security level of private. |
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PrivateCoverageTeamManage |
Allows the user to set coverage groups to a security level of private. |
|
PrivateCustomFieldTypeManage |
Allows the user to set custom field types to a security level of private. |
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PrivateEntityListManage |
Allows the user to set saved lists to a security level of private. |
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PrivateEntityQueryManage |
Allows the user to set entity queries to a security level of private. (Deprecated.) |
|
PrivateFolderManage |
Allows the user to set folders to a security level of private. |
|
PrivateQuickReportsManage |
Allows the user to set ad hoc reports to a security level of private. |
|
PrivateReportDefinitionFolderManage |
Allows the user to set report definition folders to a security level of private. |
|
PrivateReportLayoutManage |
Allows the user to set report layouts to a security level of private. |
|
PrivateSavedFilterRuleManage |
Allows the user to manage private saved filter rules. |
|
PrivateScheduleItemManage |
Allows the user to set schedule items to a security level of private. This privilege should not be given to any user. |
|
PrivateScheduleItemView |
Allows the user to view schedule items with a security level of private. |
|
PrivateUserListManage |
Allows the user to set user lists to a security level of private. |
|
ProcessQueueEnqueue |
Allows the user to add a task to the process queue. |
|
ProcessQueueManage |
Allows the user to manage process queues and lists of queued processes in NexJ Admin Console. |
|
ProcessStatusChangeManage |
Allows the user to add, update, and delete |
|
PublicACLView |
Allows the user to see items relating to the public principal in an access control list. |
|
PublicActivityPlanTemplateManage |
Allows the user to set activity plan templates to a security level of public. When assigning this privilege, also look at how the AdminEditActivityPlanTemplate and PrivateActivityPlanTemplateManage privileges are assigned. |
|
PublicCategoryManage |
Allows the user to set categories to a security level of public. |
|
PublicCoverageTeamManage |
Allows the user to set coverage groups to a security level of public. |
|
PublicCustomFieldTypeManage |
Allows the user to set custom field types to a security level of public. |
|
PublicEntityListManage |
Allows the user to set saved lists to a security level of public. |
|
PublicEntityQueryManage |
Allows the user to set entity queries to a security level of public. (Deprecated.) |
|
PublicFolderManage |
Allows the user to set folders to a security level of public. |
|
PublicPrincipalManage |
Allows the user to set the principal to a security level of public. This privilege should not be given to any user. |
|
PublicQuickReportManage |
Allows the user to set ad hoc reports to a security level of public. |
|
PublicReportDefinitionFolderManage |
Allows the user to set report folder definitions to a security level of public. |
|
PublicReportLayoutManage |
Allows the user to set report layouts to a security level of public. |
|
PublicSavedFilterRuleManage |
Allows the user to manage public saved filter rules. |
|
PublicUserListManage |
Allows the user to set user lists to a security level of public. |
|
PushRedirect |
Allows the user to establish a connection from push redirector to application server. |
|
QueueManage |
Allows the user to administer SysQueues. |
|
QueueView |
Allows the user to view SysQueues. |
|
QuickReportManage |
Allows the user to manage ad hoc reports. |
|
RegistryPortletManage |
Allows the user to create, edit, and delete portlets from the registry. |
|
RegistryPortletView |
Allows the user to query for portlets from the registry. |
|
ReportDefinitionFolderManage |
Allows the user to manage folders in the Ad Hoc Reports workspace. |
|
ReportLayoutManage |
Allows the user to manage report layouts. |
|
RestrictionManage |
Allows the user to manage restrictions in NexJ Customer Relationship Management. |
|
roadshow:AdminEditRoadshowTemplates |
Allows the user to create, update, and delete event templates. |
|
roadshow:gRoadshowAdmin |
A group of privileges that grant administrative privileges for events. |
|
roadshow:gRoadshowCRUD |
A group of privileges that allow the user to create, read, update, and delete events. |
|
roadshow:gRoadshowUser |
A group of privileges that allow the user to view events. |
|
roadshow:RoadshowAdminAllAccess |
Allows the user to access all events, regardless of event security settings. |
|
roadshow:RoadshowCreate |
Allows the user to create events. |
|
roadshow:RoadshowManage |
Allows the user to update and delete events. |
|
roadshow:RoadshowView |
Allows the user to view events and event templates. |
|
RollupEngineManage |
Allows you to configure the rollup engine in NexJ Admin Console. |
|
rules:gRuleAdmin |
A group of privileges that grants full administrative privileges to notifiications. |
|
rules:gRuleUser |
A group of privileges that determines whether a user can receive notifications and conversations. |
|
rules:RuleManage |
Allows NexJ CRM to evaluate a rule and trigger a notification for a user. |
|
rules:RuleUIClient |
Allows the user to view and manage rules in the Rules tab on theCustomize workspace. |
|
rules:RuleView |
Allows a user to trigger a rule. |
|
rules:RuleWorkspaceManage |
Allows the user to access the Rules tab on the Customize workspace. |
|
RuleSetManage |
Allows the user to manage the Rules Editor page in NexJ Admin Console. |
|
SavedFilterRuleManage |
Allows the user to manage saved filter rules. |
|
SavedFilterRuleView |
Allows the user to view saved filter rules. |
|
ScheduleDayReportManage |
Allows the user to run the Schedule Day Report. |
|
ScheduleMonthReportManage |
Allows the user to run the Schedule Month Report. |
|
ScheduleWeekReportManage |
Allows the user to run the Schedule Week Report. |
|
SectorManage |
Allows the user to manage sectors and sector types in NexJ Customer Relationship Management. |
|
ServiceLevelManage |
Allows the user to modify entity service model for activity tracking. |
|
ServiceLevelView |
Allows the user to view service levels. |
|
ServiceRequestApprovalApprove |
Allows the user to approve a service request approval request. |
|
ServiceRequestApprovalRequest |
Allows the user to submit a service request change for approval. |
|
ServiceRequestDelete |
Allows the user to delete service requests. |
|
ServiceRequestMailboxManage |
Allows the user to create, update, activate, and deactivate mailboxes. |
|
ServiceRequestMailboxView |
Allows the user to access the Mailboxes tab on the Customizeworkspace. |
|
ServiceRequestManage |
Allows the user to create and update service requests. |
|
ServiceRequestSLAOverride |
Allows the user to edit the First Response By and Resolution By service level agreement metrics for service requests. |
|
ServiceRequestView |
Allows the user to view service requests. |
|
SharedWorkspaceManage |
Allows the user to publish workspaces to user template. |
|
SubscriptionEngineManage |
Allows the user to configure the Subscription Engine Service. |
|
SubscriptionEngineView |
Allows the user to view Subscription Engine Service configurations. |
|
SyncEntityListMemberManage |
Allows the user to add and remove entities from a sync list. |
|
SyncManage |
Allows the user to manage the Synchronization page in NexJ Admin Console. |
|
SysAdminApplicationAccess |
Allows the user to access NexJ System Admin Console. |
|
SystemAuditManage |
Allows the user to modify the system audit fields directly. |
|
SystemUserTemplateManage |
Allows the user to modify the system user type. This privilege should not be given to any user. |
|
TaskAssignmentManage |
Allows the user to manage default assignments of tasks. |
|
TaskAssignmentView |
Allows the user to view default assignments of tasks. |
|
TaskReportManage |
Allows the user to run the Task Report. |
|
TeamDelete |
Allows the user to delete a team in NexJ Admin Console. |
|
TeamManage |
Allows the user to create and update teams in NexJ Admin Console. |
|
TeamView |
Allows the user to view teams. |
|
TeamViewStateCreate |
Allows the user to create team schedule views. |
|
TeamViewStateDelete |
Allows the user to delete team schedule views. |
|
TelcomManage |
Allows the user to manage telcoms. |
|
TelcomView |
Allows the user to view telcoms. |
|
TransactionManage |
Allows the user to manage transactions in NexJ Customer Relationship Management. |
|
TransactionTypeManage |
Allows the user to manage transaction types in NexJ Customer Relationship Management. |
|
TrustedHostManage |
Allows the user to manage trusted enterprise components hosts. |
|
TrustedHostView |
Allows the user to query for a list of trusted enterprise components hosts. |
|
UserAuditManage |
Allows the user to modify the user audit fields. |
|
UserCreate |
Allows the user to create a new user in NexJ Admin Console. |
|
UserDelete |
Allows the user to delete an existing user in NexJ Admin Console. |
|
UserDisable |
Allows the user to disable an existing user in NexJ Admin Console. |
|
UserFieldManage |
Allows the user to add user fields. |
|
UserFieldView |
Allows the user to read user fields. |
|
UserGroupCreate |
Allows the user to create a new user group in NexJ Admin Console. |
|
UserGroupDelete |
Allows the user to delete an existing user group in NexJ Admin Console. |
|
UserGroupLinkManage |
Allows the user to add or remove users from groups. |
|
UserGroupPermissionManage |
Allows the user to add or remove permissions from user/user group pairs. |
|
UserGroupPrivilegeLinkManage |
Allows the user to add or remove privileges from user groups. |
|
UserGroupTypeManage |
Allows the user to create, update, and delete user group types. |
|
UserGroupUpdate |
Allows the user to edit the properties of user group in NexJ Admin Console. |
|
UserListManage |
Allows the user to create and update user lists in NexJ Admin Console. |
|
UserPersonActiveManage |
Allows the user to deactivate or activate NexJ Admin Console users. |
|
UserRegistryClientComponentManage |
Allows the user to manage the |
|
UserRegistryClientComponentView |
Allows the user to view the |
|
UserRegistryClientPrivilegeManage |
Allows the user to manage access to the |
|
UserRegistryClientPrivilegeView |
Allows the user to view the |
|
UserRegistryClientRolePrivilegeManage |
Allows the user to manage the |
|
UserRegistryClientRolePrivilegeView |
Allows the user to view the |
|
UserSubscriptionRuleManage |
Allows the user the ability to configure UserSubscriptionRule. |
|
UserSubscriptionRuleView |
Allows the user the ability to view UserSubscriptionRule. |
|
UserTemplateManage |
Allows the user to create, update, and delete user templates. |
|
UserUpdate |
Allows the user to edit the properties of users in NexJ Admin Console. |
|
VirtualScheduleItemManage |
Allows the user to create, edit, and delete virtual schedule items. |
|
VirtualScheduleItemView |
Allows the user to view virtual schedule items. |
|
WorkflowManage |
Allows the user to create, update, and delete workflow objects. |
|
WorkQueueItemBatchAssign |
Allows the user to assign multiple work queue items to themselves or to another user. |
|
WorkQueueItemPull |
Allows the user to pull tasks from a work queue and assign the tasks to themselves. |
|
WorkQueueItemPush |
Allows the user to assign tasks to a work queue. |
|
WorkQueueManage |
Allows the user to create, update, and delete work queues in NexJ Admin Console. |
|
WorkQueueView |
Allows the user to view the Work Queues workspace. |
|
WorkspaceCopy |
Allows the user to copy workspaces. |
|
WorkspaceCreate |
Allows the user to create workspaces. |
|
WorkspaceCustomize |
Allows the user to customize workspaces. |
|
WorkspaceDelete |
Allows the user to delete workspaces. |
|
WorkspaceLinkManage |
Allows the user to create workspace links. |
|
WorkspacePublish |
Allows the user to publish workspaces. |
|
WorkspaceSelect |
Allows the user to create workspace links within the portal admin tools. |
|
WorkspaceUpdate |
Allows the user to update workspaces. |
Related links