User Permissions

NOTE: By default User "Admin" has all the privileges/Permissions set to true.
 
Initially, login as an "Admin" and then create the new users, If a user is given "Manage User Accounts" permissions, that user will have "Admin" privileges.
General:
Manage User Accounts (Admin): If checked, this user can create, modify and delete users and can manage all user permissions/privileges.
Export Data of All: If checked, this user can export all the items of other users except his userid. 
Sync. With Outlook: If checked, this user can sync data between Exelare and Outlook.
Run Reports: If checked, this user can run reports.
Allow Sending Emails: If checked, this user can send emails from Exelare. 
Allow Posting to Web: **This feature is yet to be implemented **
Allow Global Data Changes: If checked, this user can modify the data globally in Exelare by using Multi Edits (Click on the Settings Icon - Advanced). 
Disallow Sending a Email to more than 10 Recipients: If checked, it will not allow this user to send email more than 10 recipients.
Disallow Sending a Email to Search List/All in the Current View: If checked, it will not allow this user to send email to candidates in search list or all in the current view.
Allow Alert Setup: If checked, this user can setup Alerts (Notifications) for any activity that occurs.
Disallow Save Password: If checked, it prevents the user from saving password on login screen
Enable Session Timeout: If checked, this user session will be timed out for 60 minutes of inactivity.

Companies
  • Modify Items of: 
<All> - This user can modify all company Items for all users.
<Self> - This user can modify company items belonging to his userid.
<None> - This user cannot modify any company items.
<user1, user2> - This user can modify company items of only selected users.

  • Delete Items of: 
<All> - This user can delete all companies Items for all users.
<Self> - This user can delete companies items belonging to his userid.
<None> - This user cannot delete any of the companies items.
<user1, user2> - This user can delete companies items of only selected users.

  • Mark as Private When a New Item is Created: If checked, it will create a private company Items automatically for this user whenever a new company Item is created.

  • These Users Can See My Private Items: 
<All> - Everybody can see this user’s private company Items.
<None> - Nobody can see this user’s private company Items.
<user1, user2> - Only selected users can see this user’s private company Items.

  • Can See Other Users Private Items: If checked, this user can see other users private company Items.

  • Allow Changing UserID of Other Users Items: If checked, this user can modify the userIds of company Item, i.e. ability to change to a different userid or add additional userids.

  • Create Static Views, Modify/Delete Static Views of: 
<All> - This user can modify/delete static views belonging to other users.
<Self> - This user can modify/delete static views belonging to his userid.
<None> - This user cannot modify/delete any static views.
<User1, User2> - Only selected user's static views can be modified/deleted by this user.

  • Create MS Excel (Item): If checked, this user can copy companies list views to Excel spreadsheets.

  • Create MS Excel (Dynamic & Static Views): If checked, this user can copy companies dynamic views and static views to Excel spreadsheets.

  • Disallow creating Multiple Items (Bulk Import): If checked, this user cannot import multiple items using 'Xone companion app'.

  • Allow Merge Duplicates: If checked, this user can merge duplicate company records.

 Contacts
  • Modify Items of: 
  • <All> - This user can modify contact Items for all users.
    <Self> - This user can modify contact items belonging to his userid. 
    <None> - This user cannot modify any contact items.
    <user1, user2> - This user can modify contact items of only selected users. 

    • Delete Items of: 
    <All> - This user can delete contact Items of all users.
    <Self> - This user can delete contact items belonging to his userid. 
    <None> - This user cannot delete any contact items. 
    <user1, user2> - This user can delete contact items of only selected users. 

    • Mark as Private When a New Item is Created: If checked, it will create a private contact Items automatically for this user whenever a new contact Item is created.

    • These Users Can See My Private Items: 
    <All> - Everybody can see this user’s private contact Items. 
    <None> - Nobody can see this user’s private contact Items.
    <user1, user2> - Only selected users can see this user’s private contact Items.

    • Can See Other Users Private Items: If checked, this user can see other users private contact Items.

    • Allow Changing UserID of Other Users Items: If checked, this user can modify the userIds of contact Item, i.e. ability to change to a different userid or add additional userids. 

    • Create Static Views, Modify/Delete Static Views of: 
    <All> - This user can modify/delete static views belonging to other users.
    <Self> - This user can modify/delete static views belonging to his userid.
    <None> - This user cannot modify/delete any static views.
    <User1, User2> - Only selected user's static views can be modified/deleted by this user.

    • Create MS Excel (Item): If checked, this user can copy contacts list views to Excel spreadsheets.

    • Create MS Excel (Dynamic & Static Views): If checked, this user can copy contacts dynamic views and static views to Excel spreadsheets.

    • Disallow creating Multiple Items (Bulk Import): If checked, this user cannot import multiple items using 'Xone companion app'.

    • Cannot see other Teams Users:

    • Allow Merge Duplicates: If checked, this user can merge duplicate contact records.

Candidates:
  • Modify Items of: 
  • <All> - This user can modify all candidate Items of all users.
    <Self> - This user can modify candidate items belonging to his userid. 
    <None> - This user cannot modify any candidate items.
    <user1, user2> - This user can modify contact items of only selected users. 

    • Delete Items of: 
    <All> - This user can delete candidate Items of all users.
    <Self> - This user can delete candidate items belonging to his userid. 
    <None> - This user cannot delete any of the candidate items. 
    <user1, user2> - This user can delete Candidate items of only selected users. 

    • Mark as Private When a New Item is Created: If checked, it will create a private candidate Item automatically for this user whenever a new candidate Item is created.

    • These Users Can See My Private Items: 
    <All> - Everybody can see this user’s private candidate Items. 
    <None> - Nobody can see this user’s private candidate Items.
    <user1, user2> - Only selected users can see this user’s private candidate Items.

    • Can See Other Users Private Items: If checked, this user can see other users private candidate Items.

    • Allow Changing UserID of Other Users Items: If checked, this user can modify the userIds of candidate Item, i.e. ability to change to a different userid or add additional userids. 

    • Create Static Views, Modify/Delete Static Views of: 
    <All> - This user can modify/delete static views belonging to other users.
    <Self> - This user can modify/delete static views belonging to his userid.
    <None> - This user cannot modify/delete static views belonging to other users.
    <User1, User2> - Only selected user's static views can be modified/deleted by this user.

    • Create MS Excel (Item): If checked, this user can copy candidate list views to Excel spreadsheets.

    • Create MS Excel (Dynamic & Static Views): If checked, this user can copy candidates dynamic views and static views to Excel spreadsheets.

    • Disallow creating Multiple Items (Bulk Import): If checked, this user cannot import multiple items using 'Xone companion app'.

    • Allow Merge Duplicates: If checked, this user can merge duplicate candidate records.
    Jobs
  • Modify Items of: 
  • <All> - This user can modify all job Items of all users.
    <Self> - This user can modify job items belonging to his userid. 
    <None> - This user cannot modify any job items.
    <user1, user2> - This user can modify job items of only selected users. 

    • Delete Items of: 
    <All> - This user can delete job Items of all users.
    <Self> - This user can delete job items belonging to his userid. 
    <None> - This user cannot delete any of the job items. 
    <user1, user2> - This user can delete job items of only selected users. 

    • Mark as Private When a New Item is Created: If checked, it will create a private job Item automatically for this user whenever a new job Item is created.

    • These Users Can See My Private Items: 
    <All> - Everybody can see this user’s private job Items. 
    <None> - Nobody can see this user’s private job Items.
    <user1, user2> - Only selected users can see this user’s private job Items.

    • Can See Other Users Private Items: If checked, this user can see other users private job Items.

    • Allow Changing UserID of Other Users Items: If checked, this user can modify the userIds of job Items, i.e. ability to change to a different userid or add additional userids. 

    • Create Static Views, Modify/Delete Static Views of: 
    <All> - This user can modify/delete static views belonging to other users.
    <Self> - This user can modify/delete static views belonging to his userid.
    <None> - This user cannot modify/delete static views belonging to other users.
    <User1, User2> - Only selected user's static views can be modified/deleted by this user.

    • Create MS Excel (Item): If checked, this user can copy jobs list views to Excel spreadsheets.

    • Create MS Excel (Dynamic & Static Views): If checked, this user can copy jobs dynamic views and static views to Excel spreadsheets.

    • Disallow creating Multiple Items (Bulk Import): If checked, this user cannot import multiple items using 'Xone companion app'.

    • Allow Merge Duplicates: If checked, this user can merge duplicate Job records.

Calendar: 
  • Modify Items of: 
  • <All> - This user can modify all calendar Items of all users.
    <Self> - This user can modify calendar items belonging to his userid. 
    <None> - This user cannot modify any calendar items.
    <user1, user2> - This user can modify calendar items of only selected users. 

    • Delete Items of: 
    <All> - This user can delete calendar Items of all users.
    <Self> - This user can delete calendar items belonging to his userid. 
    <None> - This user cannot delete any of the calendar items. 
    <user1, user2> - This user can delete calendar items of only selected users. 

    • Mark as Private When a New Item is Created: If checked, it will create a private calendar Item automatically for this user whenever a new calendar Item is created.

    • These Users Can See My Private Items: 
    <All> - Everybody can see this user’s private calendar Items. 
    <None> - Nobody can see this user’s private calendar Items.
    <user1, user2> - Only selected users can see this user’s private calendar Items.

    • Can See Other Users Private Items: If checked, this user can see other users private calendar Items.

    • Allow Changing UserID of Other Users Items: If checked, this user can modify the userIds of calendar Items, i.e. ability to change to a different userid or add additional userids. 

    • Create Static Views, Modify/Delete Static Views of: 
    <All> - This user can modify/delete static views belonging to other users.
    <Self> - This user can modify/delete static views belonging to his userid.
    <None> - This user cannot modify/delete static views belonging to other users.
    <User1, User2> - Only selected user's static views can be modified/deleted by this user.

    • Create MS Excel (Item): If checked, this user can copy calendar list views to Excel spreadsheets.

    • Create MS Excel (Dynamic & Static Views): If checked, this user can copy calendar dynamic views and static views to Excel spreadsheets.

    • Disallow creating Multiple Items (Bulk Import): If checked, this user cannot import multiple items using 'Xone companion app'.

    • Allow Merge Duplicates: If checked, this user can merge duplicate calendar records.

Notes
  • Modify Items of: 
  • <All> - This user can modify all note Items of all users.
    <Self> - This user can modify note items belonging to his userid. 
    <None> - This user cannot modify any note items.
    <user1, user2> - This user can modify note items of only selected users. 

    • Delete Items of: 
    <All> - This user can delete note Items of all users.
    <Self> - This user can delete note items belonging to his userid. 
    <None> - This user cannot delete any of the note items. 
    <user1, user2> - This user can delete note items of only selected users. 

    • Mark as Private When a New Item is Created: If checked, it will create a private note Item automatically for this user whenever a new note Item is created.

    • These Users Can See My Private Items: 
    <All> - Everybody can see this user’s private note Items. 
    <None> - Nobody can see this user’s private note Items.
    <user1, user2> - Only selected users can see this user’s private note Items.

    • Can See Other Users Private Items: If checked, this user can see other users private note Items.

    • Allow Changing UserID of Other Users Items: If checked, this user can modify the userIds of note Items, i.e. ability to change to a different userid or add additional userids. 

    • Create Static Views, Modify/Delete Static Views of: 
    <All> - This user can modify/delete static views belonging to other users.
    <Self> - This user can modify/delete static views belonging to his userid.
    <None> - This user cannot modify/delete static views belonging to other users.
    <User1, User2> - Only selected user's static views can be modified/deleted by this user.

    • Create MS Excel (Item): If checked, this user can copy note list views to Excel spreadsheets.

    • Create MS Excel (Dynamic & Static Views): If checked, this user can copy note dynamic views and static views to Excel spreadsheets.

    • Disallow creating Multiple Items (Bulk Import): If checked, this user cannot import multiple items using 'Xone companion app'.

    • Allow Merge Duplicates: If checked, this user can merge duplicate note records.

Sent Mails: 
  • Modify Items of: 
  • <All> - This user can modify all sent mails Items of all users.
    <Self> - This user can modify sent mails items belonging to his userid. 
    <None> - This user cannot modify any sent mails items.
    <user1, user2> - This user can modify sent mails items of only selected users. 

    • Delete Items of: 
    <All> - This user can delete sent mails Items of all users.
    <Self> - This user can delete sent mails items belonging to his userid. 
    <None> - This user cannot delete any of the sent mails items. 
    <user1, user2> - This user can delete sent mails items of only selected users. 

    • Mark as Private When a New Item is Created: If checked, it will create a private sent mails Item automatically for this user whenever a new job Item is created.

    • These Users Can See My Private Items: 
    <All> - Everybody can see this user’s private sent mails Items. 
    <None> - Nobody can see this user’s private sent mails Items.
    <user1, user2> - Only selected users can see this user’s private sent mails Items.

    • Can See Other Users Private Items: If checked, this user can see other users private sent mails Items.

    • Allow Changing UserID of Other Users Items: If checked, this user can modify the userIds of sent mails Items, i.e. ability to change to a different userid or add additional userids. 

    • Create Static Views, Modify/Delete Static Views of: 
    <All> - This user can modify/delete static views belonging to other users.
    <Self> - This user can modify/delete static views belonging to his userid.
    <None> - This user cannot modify/delete static views belonging to other users.
    <User1, User2> - Only selected user's static views can be modified/deleted by this user.

    • Create MS Excel (Item): If checked, this user can copy sent mails list views to Excel spreadsheets.

    • Create MS Excel (Dynamic & Static Views): If checked, this user can copy sent mails dynamic views and static views to Excel spreadsheets.

    • Disallow creating Multiple Items (Bulk Import): If checked, this user cannot import multiple items using 'Xone companion app'.

    • Allow Merge Duplicates: If checked, this user can merge duplicate sent mails records.

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