Logon Management – Administration Options

Access to Administration – Allows access to things like Logon Management, Workgroup Management, Custom Forms etc. 

Add / Edit / Delete Logons – Allows a user with the “Access to Administration” privilege to manage the logons for a workgroup. 

Manage Custom Labels – Allows a user with the “Access to Administration” privilege to customize pages in the application and customize the labels for fields in the application. 

Add / Edit / Delete / Assign Campaigns – Allows a user to add, view, update and delete campaigns. Also allows a user to create a new campaign when importing records and to assign a campaign to records in search results. 

Add / Edit / Delete Custom Forms – Allows a user with the “Access to Administration” privilege to add, update and delete custom forms and add, update and delete web form to custom form mappings. 

Set Required Fields – Allows a user with the “Access to Administration” privilege to set required fields. Required fields are those that must be completed prior to submitting the record for updating in the database.  

Add / Edit / Delete Reference Table Values – Allows a user with the “Access to Administration” privilege to set manage reference tables. Reference tables allow you to modify things like drop down lists. For example, Lead Status = Hot, Warm, Cold. 

Track User Activity – Allows a user to view the “Administration” page and to report on user activity for a period of time and for a particular workgroup or workgroups. 

Track Library Activity – Allows a user to report on library activity for a period of time.

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