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Standard User Roles

 

The akoyaGO CRM has two standard levels of user access: Team User and Administrative User. Every user will need to be assigned one of these roles.

 

  Team User Role


Team Users have permission to create or modify all core record types in akoyaGO. Team users can create personal views, dashboards, and reports but do not have access to create or modify system-wide objects.

 

  Administrative User Role


Administrative Users have permission to create, modify, and delete core record types in akoyaGO. Admin users can modify system-wide objects; Examples include views and reports, dashboards, processes, as well as more intricate settings.

 

  Permissions Overview

 

 

akoyaGO Functions

 

 

Administrative User

 

Team User

Data entry/lookup

x

x

Create/update personal views, dashboards, charts, reports

x

x

Create/modify system views, dashboards, charts, reports

x

 

View system views, dashboards, charts, reports

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 forms, entities, and fields

x

 

Create/modify marketing lists

x

 

Create quick campaigns

x

x

Create/modify campaigns

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

 

 

 

 

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