Rights for actions

Three rights settings are important for new actions. They are defined by the administrator in the Management Console:

• Administrator rights,
• Edit actions (public),
• Edit actions (private) and
• Execute action.

If a user has the Edit actions (public) right, and they also happen to be the administrator, then all functions are possible with actions.

Administrator rights

Using the Administrator right, users have the following options:

• Users can activate the General favorite option for public actions.

If the General favorite option is active, then the Active favorite option is also automatically active.

• All actions with the General favorite option are displayed in the Actions drop-down list for those users who have been granted at least one right for actions.

Editing actions (public)

Using this right, a user has the following options:

• Users can create, save, load, edit and execute a new action.
• User can activate or deactivate the Public option for actions.
• Users can activate the Favorite option for their own and public actions.

In the Actions drop-down list, you will see this user's defined favorites on display.

• For public actions, this user can activate the General favorite option.

Actions using the General favorite option are displayed in the Action drop-down list for users who have at least one right to actions.

• A user can carry out a public action from another user, or define it as a favorite. To do this, they have to install this action.

Editing actions (private)

Using this right, a user has the following options:

• The user can create new actions of their own and then; save, load, edit and execute them.
• The use can activate the Favorite option for pubic actions.

Entries marked like this, will then appear in the Actions drop-down list for this user.

• A user can carry out a public action from another user, or define it as a favorite. To do this, they have to install this action.

Completing actions

With the Edit/execute actions right, a user has the following options:

• In the Action drop-down list, you will see all of the following displayed: Create task, Plan phone call and Create opportunity.
• Additionally, in the Action drop-down list you will see the actions that users with administrator rights have set as their general favorites.
• The Update values action is available. If users in your company work with the Form & Database Designer, you update fields containing formulas, KPIs and links using this action via the Action drop-down list in list views.

The update itself takes place simultaneously for all marked data records and the individual data records do not have to be opened.

Data records only updated if the user has been granted the sufficient ownership and external access rights.

No rights for actions

If a user has neither administrator rights nor action rights, then only the following is displayed in the Action drop-down list: Create task, Schedule phone call and Create opportunity.

Example

The Complete task (public) should be available for all CAS genesisWorld users. The Add deputy as participant action is useful for managers who need to organize deputies in their absence.

Robert Glade is the administrator and has the Edit actions (public) right.

• He creates the Complete task action, and activates the Public option and then selects the General favorite option for this action.

All users with the Execute action right see Complete task (public) in the drop-down list, and can execute this action.

• Robert Glade creates the Add deputy as participant action, and activates the Public and Favorite options.
• Robert Glade tells his colleagues, who are at the same time his lead managers, about his Add deputy as participant favorite.

Robert Glade can now insert his deputy into all data records with just a click of the mouse.

Colleagues who have the Edit action (private) right, can load the Add deputy as participant action from Robert Glade, but then enter their own deputy and save the action as a favorite for themselves.