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.

Sections: General,  Companies,  Contacts,  Candidates,  Jobs,  Calendar,  Notes,  Sent Mails.

General:

Manage User Accounts (Admin) :If checked, this user can create, modify and delete users and can manager all user permissions/privileges.
Export Data of All :If checked, this user can export all the items of the 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 an EMail to more than 10 Recipients:If checked, it will not allow this user to send email to more than 10 recipients.
Disallow Sending an 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 users 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 all 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 users can modify Contact items of only selected users.
Delete Items of: <All>- This user can delete all Contact Items for all users.
<Self>- This user can delete Contact items belonging to his userid.
<None>- This user cannot delete any of the 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 Item 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 companies 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'
Allow Merge Duplicates:If checked, this user can merge duplicate Contact records.

Candidates :

Modify Items of: <All> - This user can modify all Candidate Items for all users.
<Self> - This user can modify Candidate items belonging to his userid.
<None> - This user cannot modify any Candidate items.
<User1, User2> - This users can modify Candidate items of only selected users.
Delete Items of: <All>- This user can delete all Candidate Items for 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 CandidateContact 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 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 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 for all users.
<Self> - This user can modify Job items belonging to his userid.
<None> - This user cannot modify any Job items.
<User1, User2> - This users can modify Job items of only selected users.
Delete Items of: <All>- This user can delete all Job Items for 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 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 Job 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 for all users.
<Self> - This user can modify Calendar items belonging to his userid.
<None> - This user cannot modify any Calendar items.
<User1, User2> - This users can modify Calendar items of only selected users.
Delete Items of: <All>- This user can delete all Calendar Items for 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 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 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 note records.

Notes :

Modify Items of: <All> - This user can modify all note Items for all users.
<Self> - This user can modify note items belonging to his userid.
<None> - This user cannot modify any note items.
<User1, User2> - This users can modify note items of only selected users.
Delete Items of: <All>- This user can delete all note Items for 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 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 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 for 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 users can modify sent mails items of only selected users.
Delete Items of: <All>- This user can delete all sent mails Items for 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 sent mails 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 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 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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