You are here

Group Tab

Subscribe to Syndicate

The Group tab allows for the level of security access to be set for the employee.

Parts of the Group Tab

Letters & E-Blasts
Notes and letters access.
Task Notes
Access to Task notes.
Play Selling
Performance sales access.
Play Reporting
Report access.
Volunteer Evaluation
Volunteer History Access restrictions.
Queued & Saved Reports
Access to reports that have been saved

Security 1

Level of security the employee has access to. Each level can be renamed in the appearance tab of company preferences. For more information on changing the security level title click here.
Security 2
Level of security the employee has access to. Each level can be renamed in the appearance tab of company preferences. For more information on changing the security level title click here.
Security 3
Level of security the employee has access to. Each level can be renamed in the appearance tab of company preferences. For more information on changing the security level title click here.
Security 4
Level of security the employee has access to. Each level can be renamed in the appearance tab of company preferences. For more information on changing the security level title click here.
Security 5
Level of security the employee has access to. Each level can be renamed in the appearance tab of company preferences. For more information on changing the security level title click here.
Security 6
Level of security the employee has access to. Each level can be renamed in the appearence tab of company preferences. For more information on changing the security level title click here.
Security 7
Level of security the employee has access to. Each level can be renamed in the appearance tab of company preferences. For more information on changing the security level title click here.
Security 8
Level of security the employee has access to. Each level can be renamed in the appearance tab of company preferences. For more information on changing the security level title click here.
Security 9
Level of security the employee has access to. Each level can be renamed in the appearance tab of company preferences. For more information on changing the security level title click here.
Security 10
Level of security the employee has access to. Each level can be renamed in the appearance tab of company preferences. For more information on changing the security level title click here.