Permissions

Correspondence Tool

Training Video

Company Level

Admin Tool

The following table highlights which user permissions are required to perform the described user action.

Task	None	Read-only	Standard	Admin
Apply a Fieldset to Projects in the Correspondence Tool
Create a Custom Field in the Correspondence Tool
Create a Fieldset for a Correspondence Type in the Correspondence Tool
Create a New Correspondence Type
Edit a Correspondence Type
Edit a Custom Field in the Correspondence Tool
Edit a Fieldset for a Correspondence Type in the Correspondence Tool
Remove Configurable Fieldsets from Projects in the Correspondence Tool

Project Level

The following table highlights which user permissions are required to perform the described user action.

Task	None	Read-only	Standard	Admin
Create a correspondence item
Create and link a correspondence item
Respond to a correspondence item1
Search and filter correspondence item
Change correspondence item status2
Archive a correspondence item

¹  Users with 'Read-only' permissions can respond to a correspondence item if the "Respond to Items Accessible to Users within Same Company" checkbox has been selected in the Permissions tool.

²  Users with 'Standard' permissions can change status to the items they create. Users with "Admin' permissions can change status to the items they create and are a part of.

See Also

Grant Granular Permissions in a Permission Template