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Standard User Roles

 

The akoyaGO CRM has three standard levels of user access: Read Only User, Team User, or Administrator User. Every user will need to be assigned one of these roles to access the basic tables of akoyaGO. All three roles allow the akoyaGO user to create Personal Views, Personal Dashboards, and Personal Reports. 

 

  Read-Only Role


Read-only users have permission to read all core record types in akoyaGO, but cannot create or modify records. 

 

  Team User Role


Team Users have permission to create or modify all core record types in akoyaGO. 

 

  Administrator User Role


Administrator Users have permission to create, modify, and delete core record types in akoyaGO. 

 

  Permissions Overview 

 

 

akoyaGO FunctionsAdministrator UserTeam UserRead-Only User
Data lookupXXX

Data entry

X

X

 

Create/update personal views, dashboards, charts, reports

X

X

X

View system views, dashboards, charts, and reports

X

X

X

Run a workflow

X

X

 

Create/modify workflows

X

 

 

Create/modify business rules

X

 

 

Run document templates

X

X

 

Create/modify document templates

X

 

 

Integrate with Outlook

X

X

 

Import data

X

 

 

Create/modify marketing lists

X

 

 

Create quick campaigns

X

X

 

Create/modify campaigns

X

 

 

 

 

  Supplemental Security Roles 

 

As mentioned above, to access the basic tables of akoyaGO, an akoyaGO user must be assigned one of the three standard Security Roles (Read Only, Team User, or Administrator User). 

 

In addition to one of these three Security Roles, an akoyaGO User can have supplemental Security Roles assigned to grant them additional permissions. These include: 

  • System Customizer: This Security Role allows the user to make system wide changes in Power Apps and is needed for functions such as creating/editing System Views, System Dashboards, System Charts, Reports, CRM Process Workflows, and Business Rules. This Security Role is most typically assigned to Administrator Users. 
     
  • GOapply Administrator: This Security Role grants Read and Write permissions for GOapply tables including: Add GOapply Users, GOapply Opportunity, GOapply Phases, GOapply Settings, GOapply Status Trackings, GOapply Users. This Security Role should be assigned to any akoyaGO user who will be responsible for managing GOapply records, submissions, and users. 
     
  • akoyaGO Send to Accounting – Request Payments: This Security Role allows the akoyaGO user to send a Request Payment to accounting and process reversals/adjustments of Request Payments. 
     
  • akoyaGO Send to Accounting – Gift Payments: This Security Role allows the akoyaGO user to send a Gift Payment to accounting and process reversals/adjustments of Gift Payments. 
     
  • akoyaGO Send to Accounting – Interfund Grants: This Security Role allows the akoyaGO user to send an Interfund to accounting and process reversals/adjustments of Interfunds. 

 

 

akoyaGO FunctionsSystem CustomizerGOapply AdministratorSend to Accounting – Request PaymentsSend to Accounting – Gift PaymentsSend to Accounting – Interfunds

Create/modify system views, dashboards, charts, reports

X

 

   

Create/modify workflows

X

 

   

Create/modify business rules

X

 

   

Create/modify document templates

X

 

   

Import data

X

 

   

Create/modify forms, entities, and fields

X

 

   

Configure record auditing

X

 

   

Configure duplicate detection rules

X

 

   

Create/modify business units and teams

X

 

   

Manage user roles

X

 

   

Create/modify user security roles

X

 

   

Create/modify security groups

X

 

   
  Create/read/write GOapply specific tables 

X

   
Send Request Payment to Accounting  X  
Reverse/Adjust Request Payment  X  
Send Gift Payment to Accounting   X 
Reverse/Adjust Gift Payment   X 
Send Interfund Grant to Accounting    X
Reverse/Adjust Interfund    X

 

Keywords: user roles, security roles, permissions, new user, team user, administrator