NexJ CRM privileges
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, nexjsa. |
| 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. |
| 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. |
| 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. |
| 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. |
| ilm:EnableAdminLeadManagement | Enables administrator functionality for integrated lead management for the user. |
| ilm:EnableIntegratedLeadManagement | Enables integrated lead management for the user. |
| ilm:ExportImportSchemeAdmin | Allows the user to export and import leads call script templates in Scheme. |
| 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. |
| ManageUnsubscribedNotifications | Allows the user access to the Turned off notifications tab on theCustomize workspace. |
| NotifyServerManage | Allows the user to manage notify servers. |
| NotifyServerView | Allows the user to view a notify server. |
| NotificationsManage | Allows the user to view notifications, mark notifications as read, clear notifications, and execute quick responses from notifications. |
| 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. |
| OpportunityAdmin | Allows the user to create and edit opportunity templates in NexJ Admin Console. |
| OpportunityApprovalApprove | Allows the user to approve an opportunity approval request. |
| OpportunityApprovalRequest | Allows the user to submit an opportunity change for approval. |
| 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. |
| 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. |
| PrivateEntityListManage | Allows the user to set saved lists to a security level of private. |
| 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 SysProcessStatusChange instances. |
| 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 UserRegistryClientComponent class. |
| UserRegistryClientComponentView | Allows the user to view the UserRegistryClientComponent class. |
| UserRegistryClientPrivilegeManage | Allows the user to manage access to the UserRegistryClientPrivilege class. |
| UserRegistryClientPrivilegeView | Allows the user to view the UserRegistryClientPrivilege class. |
| UserRegistryClientRolePrivilegeManage | Allows the user to manage the UserRegistryClientRolePrivilege class. |
| UserRegistryClientRolePrivilegeView | Allows the user to view the UserRegistryClientRolePrivilege class. |
| 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. |