resolutionflow/docs/connectwise/CW_Security_Roles/api-member-security-roles.md

# ConnectWise API Member — Security Roles Reference

_Generated 2026-04-16 from `Security_Roles_Matrix_11132017.xlsx`. Do not edit by hand — update the XLSX and re-run `generate_role_docs.py`._

## How to read this document

Each ConnectWise module lists the actions it governs. For every action, four permission verbs — **Add**, **Edit**, **Delete**, **Inquire** — can be granted at one of these levels, most to least privileged:

| Level | Meaning |
|-------|---------|
| `ALL` | Access to all records in the system. |
| `MY` | Access to records owned by the user's team. |
| `MINE` | Access only to records owned by the user. |
| `NONE` | No access. |

Not every level applies to every action — the source matrix only documents the levels that are meaningful for each cell. Cells marked _Not applicable_ reference another verb (usually Inquire) where the meaningful level is defined.

The machine-readable form of this document is [`api-member-security-roles.yaml`](./api-member-security-roles.yaml). Use the YAML when writing integration code; use this Markdown when reviewing, discussing, or onboarding.

## Table of contents

- [Companies](#companies) — 15 actions
- [Finance](#finance) — 12 actions
- [Marketing](#marketing) — 4 actions
- [Procurement](#procurement) — 10 actions
- [Project](#project) — 16 actions
- [Sales](#sales) — 8 actions
- [Service Desk](#service-desk) — 19 actions
- [System](#system) — 16 actions
- [Time and Expense](#time-and-expense) — 6 actions

## Companies

### Company Maintenance

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows the ability to create companies within the system. |
| Add | `NONE` | Retricts the ability to create companies within the system. |
| Edit | `ALL` | Allows the ability to edit existing companies within the system. |
| Edit | `NONE` | Retricts the ability to edit existing companies within the system. |
| Delete | `ALL` | Allows the ability to delete existing companies within the system. |
| Delete | `NONE` | Retricts the ability to delete existing companies within the system. |
| Inquire | `ALL` | Allows the ability to review existing companies within the system. |
| Inquire | `NONE` | Retricts the ability to review existing companies within the system. |

### Company/Contact Group Maintenance

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows the ability to create/add Group information on the Groups Tab of a company. |
| Add | `MY` | Not Applicable. |
| Add | `NONE` | Retricts the ability to create/add Group information on the Groups Tab of a company. |
| Edit | `ALL` | Allows the ability to edit existing Group information on the Groups Tab of a company. |
| Edit | `MY` | Not Applicable. |
| Edit | `NONE` | Retricts the ability to edit existing Group information on the Groups Tab of a company. |
| Delete | `ALL` | Allows the ability to delete existing Group information on the Groups Tab of a company. |
| Delete | `MY` | Not Applicable. |
| Delete | `NONE` | Retricts the ability to delete existing Group information on the Groups Tab of a company. |
| Inquire | `ALL` | Allows the ability to review Group information on the Groups Tab of a company. |
| Inquire | `MY` | Not Applicable. |
| Inquire | `NONE` | Retricts the ability to review Group information on the Groups Tab of a company. |

### Configuration - Display Passwords

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Inquire level._ |
| Edit | — | _Not applicable. See Inquire level._ |
| Delete | — | _Not applicable. See Inquire level._ |
| Inquire | `ALL` | When reviewing configurations at the company level, Custom Configuration Questions that are labeled as "Password" in the Configuratoin Type Setup Table will be visible. |
| Inquire | `NONE` | When reviewing configurations at the company level, Custom Configuration Questions that are labeled as "Password" in the Configuration Type Setup Table will be encrypted. |

### Configurations

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows the ability to create configurations within the system. |
| Add | `NONE` | Retricts the ability to create configurations within the system. |
| Edit | `ALL` | Allows the ability to edit existing configurations within the system. |
| Edit | `NONE` | Retricts the ability to edit existing configurations within the system. |
| Delete | `ALL` | Allows the ability to delete existing configurations within the system. |
| Delete | `NONE` | Retricts the ability to delete existing configurations within the system. |
| Inquire | `ALL` | Allows the ability to review existing configurations within the system. |
| Inquire | `NONE` | Retricts the ability to review existing configurations within the system. |

### Contacts

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows the ability to create contacts within the system. |
| Add | `NONE` | Retricts the ability to create contacts within the system. |
| Edit | `ALL` | Allows the ability to edit existing contacts within the system. |
| Edit | `NONE` | Retricts the ability to edit existing contacts within the system. |
| Delete | `ALL` | Allows the ability to delete existing contacts within the system. |
| Delete | `NONE` | Retricts the ability to delete existing contacts within the system. |
| Inquire | `ALL` | Allows the ability to review existing contacts within the system. |
| Inquire | `NONE` | Retricts the ability to review existing contacts within the system. |

### CRM/Sales Activities

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows the ability to add new activities. |
| Add | `MY` | Allows the ability to add new activities (same as ALL). |
| Add | `NONE` | Restricts the ability to add new activities. |
| Edit | `ALL` | Allows the ability to edit all existing activities within the system. |
| Edit | `MY` | Allows the ability to edit only the activities that belong to a particular member. An activity belongs to me if I created it, if I assigned someone to it, or if I am assigned to it. |
| Edit | `NONE` | Retricts the ability to edit existing activities within the system. |
| Delete | `ALL` | Allows the ability to delete all existing activities within the system. |
| Delete | `MY` | Allows the ability to delete activities that belong to a particular member. An activity belongs to me if I created it, if I assigned someone to it, or if I am assigned to it. |
| Delete | `NONE` | Retricts the ability to delete existing activities within the system. |
| Inquire | `ALL` | Allows the ability to review all existing activities within the system. |
| Inquire | `MY` | Allows the ability to review only the activities that belong to a particular member. An activity belongs to me if I created it, if I assigned someone to it, or if I am assigned to it. |
| Inquire | `NONE` | Retricts the ability to review existing activities within the system. NOTE: If set to "None" the My Activities Screen will no longer be visible. |

### Lead Import

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Inquire level._ |
| Edit | — | _Not applicable. See Inquire level._ |
| Delete | — | _Not applicable. See Inquire level._ |
| Inquire | — | _Not sure why this has a My / All option. It only controls whether or not I can see the Import Contacts menu icon._ |

### Manage Documents

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows the ability to add documents within the system. |
| Add | `MY` | Allows the ability to add documents that particular member uploaded within the system. |
| Add | `NONE` | Retricts the ability to add documents within the system. NOTE: This setting applies to the Documents Tab of Agreements, Companies, Contacts, Configurations, Expenses, Opportunities, Projects, and Service Tickets. |
| Edit | `ALL` | Allows the ability to edit all existing documents within the system. |
| Edit | `MY` | Allows the ability to edit only the documents that particular member uploaded within the system. |
| Edit | `NONE` | Retricts the ability to edit existing documents within the system. NOTE: This setting applies to the Documents Tab of Agreements, Companies, Contacts, Configurations, Expenses, Opportunities, Projects, and Service Tickets. |
| Delete | `ALL` | Allows the ability to delete all existing documents within the system. |
| Delete | `MY` | Allows the ability to delete only the documents that particular member uploaded within the system. |
| Delete | `NONE` | Retricts the ability to delete existing documents within the system. NOTE: This setting applies to the Documents Tab of Agreements, Companies, Contacts, Configurations, Expenses, Opportunities, Projects, and Service Tickets. |
| Inquire | `ALL` | Allows the ability to review all existing documents within the system. |
| Inquire | `MY` | Allows the ability to review only the documents that particular member uploaded within the system. |
| Inquire | `NONE` | Retricts the ability to review existing documents within the system. NOTE: This setting applies to the Documents Tab of Agreements, Companies, Contacts, Configurations, Expenses, Opportunities, Projects, and Service Tickets. |

### Management

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows the ability to add information on the Management Tab of a company. |
| Add | `NONE` | Retricts the ability to add information on the Management Tab of a company. |
| Edit | `ALL` | Allows the ability to edit existing information on the Management Tab of a company. |
| Edit | `NONE` | Retricts the ability to edit existing information on the Management Tab of a company. |
| Delete | `ALL` | Allows the ability to delete existing information on the Management Tab of a company. |
| Delete | `NONE` | Retricts the ability to delete existing information on the Management Tab of a company. |
| Inquire | `ALL` | Allows the ability to review existing information on the Management Tab of a company. |
| Inquire | `NONE` | Retricts the ability to review existing information on the Management Tab of a company. |

### Notes

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows the ability to add information on the Notes Tab of a company or contact. |
| Add | `NONE` | Retricts the ability to add information on the Notes Tab of a company or contact. |
| Edit | `ALL` | Allows the ability to edit existing information on the Notes Tab of a company or contact. |
| Edit | `NONE` | Retricts the ability to edit existing information on the Notes Tab of a company or contact. |
| Delete | `ALL` | Allows the ability to delete existing information on the Notes Tab of a company or contact. |
| Delete | `NONE` | Retricts the ability to delete existing information on the Notes Tab of a company or contact. |
| Inquire | `ALL` | Allows the ability to review information on the Notes Tab of a company or contact. |
| Inquire | `NONE` | Retricts the ability to review information on the Notes Tab of a company or contact. |

### Reports

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Inquire level._ |
| Edit | — | _Not applicable. See Inquire level._ |
| Delete | — | _Not applicable. See Inquire level._ |
| Inquire | `ALL` | Allows the ability to review reports located in the Companies Category of the reports module. By default, when this option is selected, access to all company and contact reports is allows, but access can be customized using the Customize Option for this module. |
| Inquire | `NONE` | Retricts the ability to review reports located in the Companies and Contacts Category of the reports module. |

### Surveys

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows the ability to add information on the Surveys Tab of a company or contact. This applies only to CRM Surveys. |
| Add | `NONE` | Retricts the ability to add information on the Surveys Tab of a company or contact. This applies only to CRM Surveys. |
| Edit | `ALL` | Allows the ability to edit information on the Surveys Tab of a company or contact. This applies only to CRM Surveys. |
| Edit | `NONE` | Retricts the ability to edit information on the Surveys Tab of a company or contact. This applies only to CRM Surveys. |
| Delete | `ALL` | Allows the ability to delete information on the Surveys Tab of a company or contact. This applies only to CRM Surveys. |
| Delete | `NONE` | Retricts the ability to delete information on the Surveys Tab of a company or contact. This applies only to CRM Surveys. |
| Inquire | `ALL` | Allows the ability to review information on the Surveys Tab of a company or contact. This applies to both CRM and Service Surveys. |
| Inquire | `NONE` | Retricts the ability to review information on the Surveys Tab of a company or contact. This applies to both CRM and Service Surveys. |

### Team Members

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows the ability to add Team Role information on the Team Tab of a company or contact. |
| Add | `NONE` | Retricts the ability to add Team Role information on the Team Tab of a company or contact. |
| Edit | `ALL` | Allows the ability to edit existing Team Role information on the Team Tab of a company or contact. |
| Edit | `NONE` | Retricts the ability to edit existing Team Role information on the Team Tab of a company or contact. |
| Delete | `ALL` | Allows the ability to delete existing Team Role information on the Team Tab of a company or contact. |
| Delete | `NONE` | Retricts the ability to delete existing Team Role information on the Team Tab of a company or contact. |
| Inquire | `ALL` | Allows the ability to review existing Team Role information on the Team Tab of a company or contact. |
| Inquire | `NONE` | Retricts the ability to review existing Team Role information on the Team Tab of a company or contact. |

### Tracks

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows the ability to add Track Items to the Tracks Tab of a company or contact. |
| Add | `NONE` | Retricts the ability to add Track Items to the Tracks Tab of a company or contact. |
| Edit | `ALL` | Allows the ability to edit existing Track Items to the Tracks Tab of a company or contact. |
| Edit | `NONE` | Retricts the ability to edit existing Track Items to the Tracks Tab of a company or contact. |
| Delete | `ALL` | Allows the ability to delete existing Track Items to the Tracks Tab of a company or contact. |
| Delete | `NONE` | Retricts the ability to delete existing Track Items to the Tracks Tab of a company or contact. |
| Inquire | `ALL` | Allows the ability to review Track Items to the Tracks Tab of a company or contact. |
| Inquire | `NONE` | Retricts the ability to review Track Items to the Tracks Tab of a company or contact. |

### UserCentric

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not Applicable. See Inquire Level._ |
| Edit | — | _Not Applicable. See Inquire Level._ |
| Delete | — | _Not Applicable. See Inquire Level._ |
| Inquire | `ALL` | Allows access to the UserCentric Icon under the Companies Module. |
| Inquire | `NONE` | Retricts access to the UserCentric Icon under the Companies Module. |

## Finance

### Accounting Interface

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Inquire level._ |
| Edit | — | _Not applicable. See Inquire level._ |
| Delete | `ALL` | Allows the ability to delete GL Batches from the Open Batches tab and to Remove Records on the Unposted Invoices, Unposted Expenses and Unposted Procurement tabs. |
| Delete | `NONE` | Restricts the ability to delete GL Batches from the Open Batches tab and to Remove Records on the Unposted Invoices, Unposted Expenses and Unposted Procurement tabs. |
| Inquire | `ALL` | Allows access to the Accounting Interface Screen. |
| Inquire | `NONE` | Retricts access to the Accounting Interface Screen. |

### Agreement Invoicing

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows the ability to create agreement invoices within the system. |
| Add | `NONE` | Retricts the ability to create agreement invoices within the system. |
| Edit | `ALL` | Allows the ability to edit existing agreement invoices within the system. |
| Edit | `NONE` | Retricts the ability to edit existing agreement invoices within the system. |
| Delete | `ALL` | Allows the ability to delete existing agreement invoices within the system. |
| Delete | `NONE` | Retricts the ability to delete existing agreement invoices within the system. |
| Inquire | `ALL` | Allows the ability to review existing agreement invoices within the system. |
| Inquire | `NONE` | Retricts the ability to review existing agreement invoices within the system. |

### Agreement Sales

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Inquire and Edit levels._ |
| Edit | `ALL` | Allows the use of the actions on the Agreement Sales screen. |
| Edit | `NONE` | Restricts the ability to use the actions on the Agreement Sales screen. |
| Delete | — | _Not applicable. See Inquire and Edit levels._ |
| Inquire | `ALL` | Allows access to the Agreement Sales screen. |
| Inquire | `NONE` | Restricts access to the Agreement Sales screen. |

### Agreements

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows the ability to create agreements within the system. |
| Add | `NONE` | Retricts the ability to create agreements within the system. |
| Edit | `ALL` | Allows the ability to edit existing agreements within the system. This also includes all tabs on the agreement. |
| Edit | `NONE` | Retricts the ability to edit existing agreements within the system. This also includes all tabs on the agreement. |
| Delete | `ALL` | Allows the ability to delete existing agreements within the system. |
| Delete | `NONE` | Retricts the ability to delete existing agreements within the system. |
| Inquire | `ALL` | Allows the ability to review existing agreements within the system. |
| Inquire | `NONE` | Retricts the ability to review existing agreements within the system. |

### Billing Rate Maintenance

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows the ability to add custom work roles (agreements, companies). |
| Add | `NONE` | Restricts the ability to add custom work roles (agreements, companies). |
| Edit | `ALL` | Allows the ability to edit custom work roles (agreements, companies). |
| Edit | `NONE` | Restricts the ability to edit custom work roles (agreements, companies). |
| Delete | `ALL` | Allows the ability to delete custom work roles (agreements, companies). |
| Delete | `NONE` | Restricts the ability to delete custom work roles (agreements, companies). |
| Inquire | `ALL` | Allows the ability to view custom work roles (agreements, companies). |
| Inquire | `NONE` | Restricts the ability to view custom work roles (agreements, companies). |

### Billing view Time

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Edit and Inquire level._ |
| Edit | `ALL` | Enables you to edit the Billing Options pod. |
| Edit | `NONE` | Restricts the ability to view the Billing Options pod on a time or expense entry. |
| Delete | — | _Not applicable. See Inquire level._ |
| Inquire | `ALL` | Allows the ability to view billing options section on a time or expense entry. |
| Inquire | `NONE` | Restricts the ability to view billing options section on a time or expense entry. |

### Company Finance

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Edit and Inquire levels._ |
| Edit | `ALL` | Allows the ability to edit the Company Finance Screen information for companies within the system. |
| Edit | `NONE` | Retricts the ability to edit the Company Finance Screen information for companies within the system. |
| Delete | — | _Not Applicable. See Edit and Inquire levels._ |
| Inquire | `ALL` | Allows the ability to review the Company Finance Screen for companies within the system. |
| Inquire | `NONE` | Retricts the ability to review the Company Finance Screen for companies within the system. |

### Expense Reimbursement

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Inquire level._ |
| Edit | — | _Not applicable. See Inquire level._ |
| Delete | — | _Not applicable. See Inquire level._ |
| Inquire | `ALL` | Allows access to the Expense Reimbursement Screen. |
| Inquire | `NONE` | Retricts access to the Expense Reimbursement Screen. |

### Financial Dashboard

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Inquire level._ |
| Edit | — | _Not applicable. See Inquire level._ |
| Delete | — | _Not Applicable. See Inquire level._ |
| Inquire | `ALL` | Allows the ability to review the Financial Dashboard. |
| Inquire | `NONE` | Retricts the ability to review the Financial Dashboard. |

### Invoice Approval

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Edit and Inquire levels._ |
| Edit | `ALL` | Allows the ability to approve (route) any invoices within the system. |
| Edit | `MY` | Allows the ability to approve (route) any invoices that are currently routed to the particular member. |
| Edit | `NONE` | Restricts the ability to approve (route) invoices within the system. |
| Delete | — | _Not applicable. See Edit and Inquire levels._ |
| Inquire | `ALL` | Restricts access to email invoices via the Invoice Batch Emailing screen and also approvals via the My Invoices Screen. |
| Inquire | `MY` | Same as ALL. |

### Invoicing

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows the ability to create invoices within the system. |
| Add | `MY` | Allows the ability to create invoices within the system (same as ALL). |
| Add | `NONE` | Retricts the ability to create invoices within the system. |
| Edit | `ALL` | Allows the ability to edit all existing invoices within the system. |
| Edit | `MY` | Allows the ability to edit only the existing invoices that are routed to a particular member in the system. |
| Edit | `NONE` | Retricts the ability to edit existing invoices within the system. |
| Delete | `ALL` | Allows the ability to delete all existing invoices within the system. |
| Delete | `MY` | Allows the ability to delete only the existing invoices that are routed to a particular member within the system. |
| Delete | `NONE` | Retricts the ability to delete existing invoices within the system. |
| Inquire | `ALL` | Allows the ability to view all existing invoices in the system. |
| Inquire | `MY` | Allows the ability to view only the existing invoices that are routed to a particular member within the system. |
| Inquire | `NONE` | Retricts the ability to review the Invoicing, Invoice Search, or Special Invoices screens. |

### Reports

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Inquire level._ |
| Edit | — | _Not applicable. See Inquire level._ |
| Delete | — | _Not applicable. See Inquire level._ |
| Inquire | `ALL` | Allows the ability to review reports located in the Finance Category of the reports module. By default, when this option is selected, access to all company and contact reports is allows, but access can be customized using the Customize Option for this module. |
| Inquire | `NONE` | Retricts the ability to review reports located in the Finance Category of the reports module. |

## Marketing

### ConnectWise Campaign

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Inquire level._ |
| Edit | — | _Not applicable. See Inquire level._ |
| Delete | — | _Not applicable. See Inquire level._ |
| Inquire | `ALL` | Allows the ability to view ConnectWise Campaign in the left nacigation. |
| Inquire | `NONE` | Retricts the ability to view or interact with ConnectWise Campaign. |

### Marketing Groups

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows the ability to create new Groups. |
| Add | `NONE` | Restricts the ability to create new Groups. |
| Edit | `ALL` | Allows the ability to edit existing Groups. |
| Edit | `NONE` | Restricts the ability to edit existing Groups. |
| Delete | `ALL` | Allows the ability to delete existing Groups. |
| Delete | `NONE` | Restricts the ability to delete existing Groups. |
| Inquire | `ALL` | Allows the ability to access the Marketing Groups screen. |
| Inquire | `NONE` | Restricts the ability to access the Marketing Groups screen. |

### Marketing Management

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows the ability to create marketing items located within the Marketing Module. |
| Add | `MY` | Allows the ability to create marketing items located within the Marketing Module only for those items that member is the Owner. |
| Add | `NONE` | Retricts the ability to create marketing items located within the Marketing Module. |
| Edit | `ALL` | Allows the ability to edit marketing items located within the Marketing Module. |
| Edit | `MY` | Allows the ability to edit marketing items located within the Marketing Module only for those items that member is the Owner. |
| Edit | `NONE` | Retricts the ability to edit marketing items located within the Marketing Module. |
| Delete | `ALL` | Allows the ability to delete marketing items located within the Marketing Module. |
| Delete | `MY` | Allows the ability to delete marketing items located within the Marketing Module only for those items that member is the Owner. |
| Delete | `NONE` | Retricts the ability to delete marketing items located within the Marketing Module. |
| Inquire | `ALL` | Allows the ability to review marketing items located within the Marketing Module. |
| Inquire | `MY` | Allows the ability to review marketing items located within the Marketing Module only for those items that member is the Owner. |
| Inquire | `NONE` | Retricts the ability to review marketing items located within the Marketing Module. |

### Marketing Reports

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Inquire level._ |
| Edit | — | _Not applicable. See Inquire level._ |
| Delete | — | _Not applicable. See Inquire level._ |
| Inquire | `ALL` | Allows the ability to review reports located in the Marketing Category of the reports module. By default, when this option is selected, access to all marketing reports is allowed, but access can be customized using the Customize Option for this module. |
| Inquire | `NONE` | Retricts the ability to review reports located in the Marketing Category of the reports module. |

## Procurement

### Inventory Adjustments

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows the ability to create new Inventory Adjustments. |
| Add | `NONE` | Retricts the ability to create new Inventory Adjustments. |
| Edit | `ALL` | Allows the ability to edit existing open Inventory Adjustment item information. |
| Edit | `NONE` | Retricts the ability to edit existing Inventory Adjustment item information. |
| Delete | `ALL` | Allows the ability to delete existing open Inventory Adjustment items. |
| Delete | `NONE` | Retricts the ability to delete existing Inventory Adjustment items. |
| Inquire | `ALL` | Allows the ability to review existing Inventory Adjustment item information. |
| Inquire | `NONE` | Retricts the ability to review existing Inventory Adjustment item information. |

### Inventory Transfers

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Edit and Inquire levels._ |
| Edit | `ALL` | Allows the ability to complete a Inventory Transfer. |
| Edit | `NONE` | Retricts the ability to complete a Inventory Transfer. |
| Delete | — | _Not applicable. See Edit and Inquire levels._ |
| Inquire | `ALL` | Allows the ability to review existing Inventory Transfer information. |
| Inquire | `NONE` | Retricts the ability to review existing Inventory Transfer information. |

### Product Catalog

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows the ability to create new Products in the Product Catalog. |
| Add | `NONE` | Restricts the ability to create new products in the Product Catalog. |
| Edit | `ALL` | Allows the ability to edit existing products in the Products Catalog. |
| Edit | `NONE` | Restricts the ability to edit existing products in the Products Catalog. |
| Delete | `ALL` | Allows the ability to delete existing Products in the Products Catalog. |
| Delete | `NONE` | Restricts the ability to delete existing Products in the Products Catalog. |
| Inquire | `ALL` | Allows the ability to review existing Product information in the Product Catalog. |
| Inquire | `NONE` | Restricts the ability to review existing Product information in the Product Catalog. |

### Products

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows the ability to add Products to Opportunities, Sales Orders, and Service Tickets. |
| Add | `NONE` | Retricts the ability to add Products to Opportunities, Sales Orders, and Service Tickets. NOTE: This option also controls the ability to pick and ship products. |
| Edit | `ALL` | Allows the ability to edit Products on Opportunities, Sales Orders, Service Tickets, and Invoices. |
| Edit | `NONE` | Restricts the ability to edit Products on Opportunities, Sales Orders, Service Tickets, and Invoices. |
| Delete | `ALL` | Allows the ability to delete products added to Opportunities, Sales Orders, Service Tickets, and Invoices. |
| Delete | `NONE` | Restricts the ability to delete products added to Opportunities, Sales Orders, Service Tickets, and Invoices. |
| Inquire | `ALL` | Allows the ability to review information for products added to Opportunities, Sales Orders, and Service Tickets. |
| Inquire | `NONE` | Retricts the ability to review information for products added to Opportunities, Sales Orders, and Service Tickets. |

### Purchase Orders

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows the ability to create new POs. |
| Add | `MY` | Allows the ability to create new POs. |
| Add | `NONE` | Restricts the ability to create new POs. |
| Edit | `ALL` | Allows the ability to edit existing POs. |
| Edit | `MY` | Allows the ability to edit existing PO's where the Member is listed in the Entered By field on the PO. |
| Edit | `NONE` | Restricts the ability to edit existing POs. |
| Delete | `ALL` | Allows the ability to delete existing POs. |
| Delete | `MY` | Allows the ability to delete existing PO's where the Member is listed in the Entered By field on the PO. |
| Delete | `NONE` | Restricts the ability to delete existing POs. |
| Inquire | `ALL` | Allows the ability to view existing POs. |
| Inquire | `MY` | Allows the ability to delete existing PO's where the Member is listed in the Entered By field on the PO. |
| Inquire | `NONE` | Restricts the ability to view existing POs. |

### Purchasing Approvals

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Edit and Inquire levels._ |
| Edit | `ALL` | Allows the ability to use actionable options for items in the Purchasing Approvals Search Screen. |
| Edit | `NONE` | Retricts the ability to use actionable options for items in the Purchasing Approvals Search Screen. |
| Delete | — | _Not applicable. See Edit and Inquire levels._ |
| Inquire | `ALL` | Allows the ability to review information for items in the Purchasing Approvals Search Screen. |
| Inquire | `NONE` | Retricts the ability to review information for items in the Purchasing Approvals Search Screen. |

### Purchasing Demand

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Edit and Inquire levels._ |
| Edit | `ALL` | Allows the ability to use actionable options for items in the Purchasing Search Screen. |
| Edit | `NONE` | Retricts the ability to use actionable options for items in the Purchasing Search Screen. |
| Delete | — | _Not applicable. See Edit and Inquire levels._ |
| Inquire | `ALL` | Allows the ability to review information for items in the Purchasing Search Screen. |
| Inquire | `NONE` | Retricts the ability to review information for items in the Purchasing Search Screen. |

### Reports

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Inquire level._ |
| Edit | — | _Not applicable. See Inquire level._ |
| Delete | — | _Not applicable. See Inquire level._ |
| Inquire | `ALL` | Allows the ability to review reports located in the Procurement Category of the reports module. By default, when this option is selected, access to all procurement reports is allowed, but access can be customized using the Customize Option for this module. |
| Inquire | `NONE` | Retricts the ability to review reports located in the Procurement Category of the reports module. |

### RMA Entry

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows the ability to create new RMA Tags. |
| Add | `NONE` | Restricts the ability to create new RMA Tags. |
| Edit | `ALL` | Allows the ability to edit existing RMA Tags. |
| Edit | `NONE` | Restricts the ability to edit existing RMA Tags. |
| Delete | `ALL` | Allows the ability to delete existing RMA Tags. |
| Delete | `NONE` | Restricts the ability to delete existing RMA Tags. |
| Inquire | `ALL` | Allows the ability to view existing RMA Tags. |
| Inquire | `NONE` | Restricts the ability to view existing RMA Tags. |

### RMA Processing

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Inquire level._ |
| Edit | — | _Not applicable. See Inquire level._ |
| Delete | — | _Not applicable. See Inquire level._ |
| Inquire | `ALL` | Allows the ability to view vendor, shipping, and closing sections of RMA tags. |
| Inquire | `NONE` | Restricts the ability to view vendor, shipping, and closing sections of RMA tags. |

## Project

### Close Project Tickets

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Edit level._ |
| Edit | `ALL` | Allows the ability to close and re-open Projects and Project Tickets. |
| Edit | `NONE` | Retricts the ability to close and re-open Projects and Project Tickets. |
| Delete | — | _Not applicable. See Edit level._ |
| Inquire | — | _Not applicable. See Edit level._ |

### Close Projects

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Edit and Inquire levels._ |
| Edit | `ALL` | Allows the ability to set existing Projects to a closed status. |
| Edit | `NONE` | Disallows the ability to set existing Projects to a closed status. |
| Delete | — | _Not applicable. See Edit and Inquire levels._ |
| Inquire | `ALL` | Allows the ability to view Closed statuses on the Project tab of a Project. |
| Inquire | `NONE` | Disallows the ability to view Closed statuses on the Project tab of a Project. |

### Project Contacts

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows the ability to add contact information to the Contacts Tab of existing projects. |
| Add | `MY` | The ability to add contact information to the Contacts Tab for projects is determined by the settings of the project role the member is assigned to on the specific project. |
| Add | `NONE` | Retricts the ability to add contact information to the Contacts Tab of existing projects. |
| Edit | `ALL` | Allows the ability to edit contact information to the Contacts Tab of existing projects. |
| Edit | `MY` | The ability to edit contact information on the Contacts Tab for projects is determined by the settings of the project role the member is assigned to on the specific project. |
| Edit | `NONE` | Retricts the ability to edit contact information to the Contacts Tab of existing projects. |
| Delete | `ALL` | Allows the ability to delete contact information to the Contacts Tab of existing projects. |
| Delete | `MY` | The ability to delete contact information from the Contacts Tab for projects is determined by the settings of the project role the member is assigned to on the specific project. |
| Delete | `NONE` | Retricts the ability to delete contact information to the Contacts Tab of existing projects. |
| Inquire | `ALL` | Allows the ability to review contact information to the Contacts Tab of existing projects. |
| Inquire | `MY` | The ability to review contact information on the Contacts Tab of projects is determined by the settings of the project role the member is assigned to on the specific project. |
| Inquire | `NONE` | Retricts the ability to review contact information to the Contacts Tab of existing projects. |

### Project Finance

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Edit and Inquire levels._ |
| Edit | `ALL` | Allows the ability to edit the Project Finance, Recap, and Invoice tabs of existing projects. |
| Edit | `MY` | Access to the Finance, Recap, and Invoices tabs of the project or project ticket is determined by the settings of the project role the member is assigned to on the specific project. |
| Edit | `NONE` | Restricts the ability to edit the Project Finance, Recap, and Invoice tabs of existing projects. |
| Delete | — | _Not applicable. See Edit and Inquire levels._ |
| Inquire | `ALL` | Allows the ability to review the Project Finance, Recap, and Invoice tabs of existing projects. Also allows access to the Project budget by Variance view in the Views tab. |
| Inquire | `MY` | The ability to review the Finance, Recap or Invoices Tabs of the project or project ticket is determined by the settings of the project role the member is assigned to on the specific project. |
| Inquire | `NONE` | Restricts the ability to review the Project Finance, Recap, and Invoice tabs of existing projects. Also restricts access to the Project budget by Variance view in the Views tab. NOTE: If you select None, the Project Boards icon will no longer be visible. In order to see the Project Board icon, the user needs Project Management Inquire set to All, AND Project Finance Inquire set to My at the very least. |

### Project Headers

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows the ability to add new projects. |
| Add | `MY` | The ability to add new projects is determined by the settings of the project role the member is assigned to on the specific project. |
| Add | `NONE` | Restricts the ability to add new projects. |
| Edit | `ALL` | Allows the ability to edit the general tab of existing projects. |
| Edit | `MY` | The ability to edit the general tab of existing projects is determined by the settings of the project role the member is assigned to on the specific project. |
| Edit | `NONE` | Restricts the ability to edit the general tab of existing projects. |
| Delete | `ALL` | Allows the ability to delete existing projects. |
| Delete | `MY` | The ability to delete existing projects is determined by the settings of the project role the member is assigned to on the specific project. |
| Delete | `NONE` | Restricts the ability to delete existing projects. |
| Inquire | `ALL` | Allows the ability to view existing projects. |
| Inquire | `MY` | The ability to view existing projects is determined by the settings of the project role the member is assigned to on the specific project. |
| Inquire | `NONE` | Restricts the ability to view existing projects. |

### Project Management

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Inquire level._ |
| Edit | — | _Not applicable. See Inquire level._ |
| Delete | — | _Not applicable. See Inquire level._ |
| Inquire | `ALL` | Allows the ability to view Project Boards. |
| Inquire | `MY` | Not Applicable. |
| Inquire | `NONE` | Retricts the ability to view Project Boards. NOTE: The only available options are All or None. If you select None, the Project Boards icon will no longer be visible. In order to see the Project Board icon, the user needs Project Management Inquire set to All, AND Project Finance Inquire set to My at the very least. |

### Project Notes

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows the ability to add information on the Notes Tab of a Project. |
| Add | `MY` | The ability to add information on the Notes Tab of a project is determined by the settings of the project role the member is assigned to on the specific project. |
| Add | `NONE` | Retricts the ability to add information on the Notes Tab of a Project. |
| Edit | `ALL` | Allows the ability to edit information on the Notes Tab of a Project. |
| Edit | `MY` | The ability to edit information on the Notes Tab of a project is determined by the settings of the project role the member is assigned to on the specific project. |
| Edit | `NONE` | Retricts the ability to edit information on the Notes Tab of a Project. |
| Delete | `ALL` | Allows the ability to delete information on the Notes Tab of a Project. |
| Delete | `MY` | The ability to delete information on the Notes Tab of a project is determined by the settings of the project role the member is assigned to on the specific project. |
| Delete | `NONE` | Retricts the ability to delete information on the Notes Tab of a Project. |
| Inquire | `ALL` | Allows the ability to review information on the Notes Tab of a Project. |
| Inquire | `MY` | The ability to view information on the Notes Tab of a project is determined by the settings of the project role the member is assigned to on the specific project. |
| Inquire | `NONE` | Retricts the ability to review information on the Notes Tab of a Project. |

### Project Phase

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows the ability to add a new Phase on the Workplan Tab of a Project. |
| Add | `MY` | The ability to add a new Phase on the Workplan Tab to a project is determined by the settings of the project role the member is assigned to on the specific project. |
| Add | `NONE` | Retricts the ability to add a new Phase on the Workplan Tab of a Project. |
| Edit | `ALL` | Allows the ability to edit an existing Phase on the Workplan Tab of a Project. |
| Edit | `MY` | The ability to edit a Phase on the Workplan Tab to a project is determined by the settings of the project role the member is assigned to on the specific project. |
| Edit | `NONE` | Retricts the ability to edit an existing Phase on the Workplan Tab of a Project. |
| Delete | `ALL` | Allows the ability to delete an existing Phase on the Workplan Tab of a Project. |
| Delete | `MY` | The ability to delete a Phase on the Workplan Tab to a project is determined by the settings of the project role the member is assigned to on the specific project. |
| Delete | `NONE` | Retricts the ability to delete an existing Phase on the Workplan Tab of a Project. |
| Inquire | `ALL` | Allows the ability to review an existing Phase on the Workplan Tab of a Project. |
| Inquire | `MY` | The ability to view a Phase on the Workplan Tab to a project is determined by the settings of the project role the member is assigned to on the specific project. |
| Inquire | `NONE` | Retricts the ability to review an existing Phase on the Workplan Tab of a Project. |

### Project Product

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows the ability to add product items to the ProductsTab of existing projects. |
| Add | `MY` | The ability to add product items to the ProductsTab of projects is determined by the settings of the project role the member is assigned to on the specific project. |
| Add | `NONE` | Retricts the ability to add product items to the ProductsTab of existing projects. |
| Edit | `ALL` | Allows the ability to edit product items to the ProductsTab of existing projects. |
| Edit | `MY` | The ability to edit product items on the ProductsTab of projects is determined by the settings of the project role the member is assigned to on the specific project. |
| Edit | `NONE` | Retricts the ability to edit product items to the ProductsTab of existing projects. |
| Delete | `ALL` | Allows the ability to delete product items to the ProductsTab of existing projects. |
| Delete | `MY` | The ability to delete product items from the ProductsTab of projects is determined by the settings of the project role the member is assigned to on the specific project. |
| Delete | `NONE` | Retricts the ability to delete product items to the ProductsTab of existing projects. |
| Inquire | `ALL` | Allows the ability to review product items to the ProductsTab of existing projects. |
| Inquire | `MY` | The ability to view product items on the ProductsTab of projects is determined by the settings of the project role the member is assigned to on the specific project. |
| Inquire | `NONE` | Retricts the ability to review product items to the ProductsTab of existing projects. |

### Project Reports

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Inquire level._ |
| Edit | — | _Not applicable. See Inquire level._ |
| Delete | — | _Not applicable. See Inquire level._ |
| Inquire | `ALL` | Allows the ability to review reports located in the Project Category of the reports module. By default, when this option is selected, access to all marketing reports is allowed, but access can be customized using the Customize Option for this module. |
| Inquire | `NONE` | Retricts the ability to review reports located in the Project Category of the reports module. |

### Project Scheduling

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows the ability to add information on the Schedule Tab of an all existing Projects. |
| Add | `MY` | The ability to add information on the Schedule Tab of a project is determined by the settings of the project role the member is assigned to on the specific project. |
| Add | `NONE` | Retricts the ability to add information on the Schedule Tab of a Project. |
| Edit | `ALL` | Allows the ability to edit the information stored on the Schedule Tab of an all existing Projects. |
| Edit | `MY` | The ability to edit information on the Schedule Tab of a project is determined by the settings of the project role the member is assigned to on the specific project. |
| Edit | `NONE` | Retricts the ability to edit the information stored on the Schedule Tab of a Project. |
| Delete | `ALL` | Allows the ability to delete the information stored on the Schedule Tab of an all existing Projects. |
| Delete | `MY` | The ability to delete information on the Schedule Tab of a project is determined by the settings of the project role the member is assigned to on the specific project. |
| Delete | `NONE` | Retricts the ability to delete the information stored on the Schedule Tab of a Project. |
| Inquire | `ALL` | Allows the ability to review the information stored on the Schedule Tab of an all existing Projects. |
| Inquire | `MY` | The ability to view information on the Schedule Tab of a project is determined by the settings of the project role the member is assigned to on the specific project. |
| Inquire | `NONE` | Retricts the review the information stored on the Schedule Tab of a Project. |

### Project Teams

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows the ability to add members on the Project Team Tab of an all existing Projects. Also allows the ability to convert Project tickets to Service Tickets. |
| Add | `MY` | The ability to add members on the Team Tab of a Project is determined by the settings of the project role the member is assigned to on the specific project. |
| Add | `NONE` | Retricts the ability to add members on the Project Team Tab of a Project. |
| Edit | `ALL` | Allows the ability to edit members on the Project Team Tab of a Project. |
| Edit | `MY` | The ability to edit members on the Team Tab of a Project is determined by the settings of the project role the member is assigned to on the specific project. |
| Edit | `NONE` | Retricts the ability to edit members on the Project Team Tab of a Project. |
| Delete | `ALL` | Allows the ability to delete members on the Project Team Tab of a Project. |
| Delete | `MY` | The ability to delete members from the Team Tab of a Project is determined by the settings of the project role the member is assigned to on the specific project. |
| Delete | `NONE` | Retricts the ability to delete members on the Project Team Tab of a Project. |
| Inquire | `ALL` | Allows the ability to review member details on the Project Team Tab of a Project. Also allows the ability to convert Project tickets to Service Tickets. |
| Inquire | `MY` | The ability to view members on the Team Tab of a Project is determined by the settings of the project role the member is assigned to on the specific project. |
| Inquire | `NONE` | Retricts the ability to review member details on the Project Team Tab of a Project. |

### Project Templates

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows the ability to create Project Templates. |
| Add | `NONE` | Retricts the ability to create Project Templates. |
| Edit | `ALL` | Allows the ability to edit Project Templates. |
| Edit | `NONE` | Retricts the ability to edit Project Templates. |
| Delete | `ALL` | Allows the ability to delete Project Templates. |
| Delete | `NONE` | Retricts the ability to delete Project Templates. |
| Inquire | `ALL` | Allows the ability to review Project Templates. |
| Inquire | `NONE` | Retricts the ability to review Project Templates. |

### Project Ticket - Dependencies

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows the ability to append predecessor tickets to a project ticket. |
| Add | `NONE` | Disallows the ability to append predecessor tickets to a project ticket. |
| Edit | `ALL` | Allows the ability to edit the existing predecessor ticket on a project ticket. |
| Edit | `NONE` | Disallows the ability to edit the existing predecessor ticket on a project ticket. |
| Delete | `ALL` | Allows the ability to remove an existing predecessor ticket on a project ticket. |
| Delete | `NONE` | Disallows the ability to remove an existing predecessor ticket on a project ticket. |
| Inquire | `ALL` | Allows the ability to view existing predecessor ticket info on a project ticket. |
| Inquire | `NONE` | Disallows the ability to view existing predecessor ticket info on a project ticket. |

### Project Ticket Tasks

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows the ability to add tasks to Project Tickets. |
| Add | `MY` | The ability to add tasks to Project Tickets(not Projects) is determined by the settings of the project role the member is assigned to on the specific project. |
| Add | `NONE` | Retricts the ability to add tasks to Project Tickets. |
| Edit | `ALL` | Allows the ability to edit tasks on Project Tickets. |
| Edit | `MY` | The ability to edit tasks on Project Tickets(not Projects) is determined by the settings of the project role the member is assigned to on the specific project. |
| Edit | `NONE` | Retricts the ability to edit tasks on Project Tickets. |
| Delete | `ALL` | Allows the ability to delete tasks on Project Tickets. |
| Delete | `MY` | The ability to delete tasks from Project Tickets(not Projects) is determined by the settings of the project role the member is assigned to on the specific project. |
| Delete | `NONE` | Retricts the ability to delete tasks on Project Tickets. |
| Inquire | `ALL` | Allows the ability to review tasks on Project Tickets. |
| Inquire | `MY` | The ability to review tasks on Project Tickets(not Projects) is determined by the settings of the project role the member is assigned to on the specific project. |
| Inquire | `NONE` | Retricts the ability to review tasks on Project Tickets. |

### Project Tickets

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows the ability to create Project Tickets. |
| Add | `MY` | The ability to create project tickets is determined by the settings of the project role the member is assigned to on the specific project. |
| Add | `NONE` | Retricts the ability to create Project Tickets. |
| Edit | `ALL` | Allows the ability to edit existing Project Tickets. |
| Edit | `MY` | The ability to edit Project Tickets is determined by the settings of the project role the member is assigned to on the specific project. |
| Edit | `NONE` | Retricts the ability to edit existing Project Ticket information. |
| Delete | `ALL` | Allows the ability to delete existing Project Tickets. |
| Delete | `MY` | The ability to delete existing Project Tickets is determined by the settings of the project role the member is assigned to on the specific project. |
| Delete | `NONE` | Retricts the ability to review existing delete existing Project Tickets. |
| Inquire | `ALL` | Allows the ability to review existing Project Ticket information. Allows the ability to view Project Tickets and Issues on the My List screen. |
| Inquire | `MY` | The ability to review Project Tickets is determned by the settings of the project role the member is assigned to on the specific project. Allows the ability to view Project Tickets and Issues on the My List screen. |
| Inquire | `NONE` | Retricts the ability to review existing Project Ticket information. NOTE: Controls the ability to view the Project and Issues tabs on the My List screen |

## Sales

### Closed Opportunity

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Edit level._ |
| Edit | `ALL` | Allows the ability to close and re-open opportunities. |
| Edit | `NONE` | Restricts the ability to close and re-open opportunities. |
| Delete | — | _Not applicable. See Edit level._ |
| Inquire | — | _Not applicable. See Edit level._ |

### Opportunity

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows the ability to create Opportunities. |
| Add | `MY` | Allows the ability to create Opportunities. |
| Add | `NONE` | Retricts the ability to create Opportunities. |
| Edit | `ALL` | Allows the ability to edit existing Opportunities. |
| Edit | `MY` | Allows the ability to edit only those Opportunities for which the member is part of the team or is the teammate of a member of the team that has the Allow Access checkbox checked. |
| Edit | `NONE` | Retricts the ability to edit existing Opportunities. |
| Delete | `ALL` | Allows the ability to delete existing Opportunities. |
| Delete | `MY` | Allows the ability to edit only those Opportunities for which the member is part of the team or is the teammate of a member on the team that has the Allow Access checkbox checked. |
| Delete | `NONE` | Retricts the ability to delete existing Opportunities. |
| Inquire | `ALL` | Allows the ability to review existing Opportunities. |
| Inquire | `MY` | Allows the ability to edit only those Opportunities for which the member is part of the team or is the teammate of a member of the team that has the Allow Access checkbox checked. |
| Inquire | `NONE` | Retricts the ability to review existing Opportunities. |

### Opportunity Finance

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Inquire level._ |
| Edit | — | _Not applicable. See Inquire level._ |
| Delete | — | _Not applicable. See Inquire level._ |
| Inquire | `ALL` | Allows the ability to review the Finance Tab of Opportunities. |
| Inquire | `NONE` | Retricts the ability to review the Finance Tab of Opportunities. |

### Reports

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Inquire level._ |
| Edit | — | _Not applicable. See Inquire level._ |
| Delete | — | _Not applicable. See Inquire level._ |
| Inquire | `ALL` | Allows the ability to review reports located in the Sales Category of the reports module. By default, when this option is selected, access to all marketing reports is allowed, but access can be customized using the Customize Option for this module. |
| Inquire | `NONE` | Retricts the ability to review reports located in the Sales Category of the reports module. |

### Sales Dashboard

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Inquire level._ |
| Edit | — | _Not applicable. See Inquire level._ |
| Delete | — | _Not applicable. See Inquire level._ |
| Inquire | `ALL` | Allows the ability to review the Sales Overview screen. |
| Inquire | `NONE` | Retricts the ability to review the Sales Overview screen. |

### Sales Funnel

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Inquire level._ |
| Edit | — | _Not applicable. See Inquire level._ |
| Delete | — | _Not applicable. See Inquire level._ |
| Inquire | `ALL` | Allows the ability to review the Sales Funnel screen. |
| Inquire | `NONE` | Retricts the ability to review the Sales Funnel screen. |

### Sales Order Finance

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Inquire level._ |
| Edit | — | _Not applicable. See Inquire level._ |
| Delete | — | _Not applicable. See Inquire level._ |
| Inquire | `ALL` | Allows the ability to review the Finance Tab of Opportunities. |
| Inquire | `NONE` | Restricts the ability to review the Finance Tab of Opportunities. NOTE: The ability to edit the Finance tab of a Sales Order is based on the security persmissions for this role in the Sales Order field. |

### Sales Orders

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows the ability to create Sales Orders. |
| Add | `NONE` | Retricts the ability to create Sales Orders. |
| Edit | `ALL` | Allows the ability to edit existing Sales Orders. |
| Edit | `NONE` | Retricts the ability to edit existing Sales Orders. |
| Delete | `ALL` | Allows the ability to delete existing Sales Orders. |
| Delete | `NONE` | Retricts the ability to delete existing Sales Orders. |
| Inquire | `ALL` | Allows the ability to review existing Sales Orders. |
| Inquire | `NONE` | Retricts the ability to review existing Sales Orders. |

## Service Desk

### Agile Board

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Inquire level._ |
| Edit | — | _Not applicable. See Inquire level._ |
| Delete | — | _Not applicable. See Inquire level._ |
| Inquire | `ALL` | Allows the ability to view and use the Agile board. |
| Inquire | `NONE` | Retricts the ability to view and use the Agile board. |

### ChatAssist

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Inquire level._ |
| Edit | — | _Not applicable. See Inquire level._ |
| Delete | — | _Not applicable. See Inquire level._ |
| Inquire | `ALL` | Allows access to the ChatAssist Icon under the Service Desk Module. |
| Inquire | `NONE` | Retricts access to the ChatAssist Icon under the Service Desk Module. |

### Close Service Tickets

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows users to set a new ticket to a closed status before saving it for the first time. |
| Add | `NONE` | Restricts the ability to set a new ticket to a closed status before saving it for the first time. |
| Edit | `ALL` | Allows the ability to close and re-open service tickets. |
| Edit | `NONE` | Restricts the ability to close and re-open service tickets. |
| Delete | — | _Not Applicable. See Add, Edit, and Inquire levels._ |
| Inquire | `ALL` | Allows the ability to view closed statuses in Service Ticket Status dropdown |
| Inquire | `NONE` | Restricts the ability to view closed statuses in Service Ticket Status dropdown. |

### CloudConsole

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Inquire level._ |
| Edit | — | _Not applicable. See Inquire level._ |
| Delete | — | _Not applicable. See Inquire level._ |
| Inquire | `ALL` | Allows access to the CloudConsole Icon under the Service Desk Module. |
| Inquire | `NONE` | Retricts access to the CloudConsole Icon under the Service Desk Module. |

### ConnectWise Control

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Inquire level._ |
| Edit | — | _Not applicable. See Inquire level._ |
| Delete | — | _Not applicable. See Inquire level._ |
| Inquire | `ALL` | Enables the ScreenConnect Button on tickets allowing the ability to create a ScreenConnect session. |
| Inquire | `NONE` | Disables the ScreenConnect Button on tickets disallowing the ability to create a ScreenConnect session. |

### ConnectWise Manage Network

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Add and Inquire levels._ |
| Edit | — | _Not applicable. See Add and Inquire levels._ |
| Delete | `ALL` | Allows the ability to remove holds from the ConnectWise Manage Network. |
| Delete | `NONE` | Restricts the ability to remove holds from the ConnectWise Manage Network. |
| Inquire | `ALL` | Allows access to the ConnectWise Manage Network. |
| Inquire | `NONE` | Retricts access to the ConnectWise Manage Network. |

### Knowledge Base Approver

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Edit, Delete, and Inquire levels._ |
| Edit | `ALL` | Allows the ability to approve and reject Knowledge Base articles that are pending approval. |
| Edit | `NONE` | Restricts the ability to approve and reject Knowledge Base articles that are pending approval. |
| Delete | `ALL` | Allows the ability to delete Knowledge Base articles in any status created by any member. |
| Delete | `NONE` | Restricts the ability to delete any Knowledge Base articles. |
| Inquire | `ALL` | Allows the ability to review Knowledge Base articles in any status. NONEL Restricts the ability to review any Knowledge Base articles. |

### Knowledge Base Creator

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows the ability to add draft Knowledge Base articles and submit for approval. |
| Add | `MY` | Allows the ability to add draft Knowledge Base articles and submit for approval. |
| Add | `NONE` | Restricts the ability to add draft Knowledge Base articles and submit for approval. |
| Edit | `ALL` | Allows the ability to edit Knowledge Base articles in Draft, Rejected, and Revise status for any member. |
| Edit | `MY` | Allows the ability to edit Knowledge Base articles in Draft, Rejected, and Revise status created by the logged in member. |
| Edit | `NONE` | Restricts the ability to edit Knowledge Base articles. |
| Delete | `ALL` | Allows the ability to delete Knowledge Base articles in Draft, Rejected, and Revise status created by any member. |
| Delete | `MY` | Allows the ability to delete Knowledge Base articles in Draft, Rejected, and Revise status created by the logged in member. |
| Delete | `NONE` | Restricts the ability to delete Knowledge Base articles. |
| Inquire | `ALL` | Allows the ability to review Knowledge Base articles created by any member. |
| Inquire | `MY` | Allows the ability for a member to review Knowledge Base articles created by the logged in member. |
| Inquire | `NONE` | Restricts the ability to review any Knowledge Base articles. |

### Launch Remote Access

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Inquire level._ |
| Edit | — | _Not applicable. See Inquire level._ |
| Delete | — | _Not applicable. See Inquire level._ |
| Inquire | `ALL` | Allows the ability to launch Automate or Control access from any ticket. |
| Inquire | `MY` | Allows the ability to launch Automate or Control access from any ticket the member is a resource on. |
| Inquire | `NONE` | Restricts the ability to launch Automate or Control access. Hides the Launch column in the Configuration pod. |

### Merge Tickets

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows the ability to merge tickets. |
| Add | `NONE` | Restricts the ability to merge tickets |
| Edit | `ALL` | Allows for Open merged tickets to be set to a Closed status. |
| Edit | `NONE` | Restricts the ability to merge tickets |
| Delete | — | _Not applicable. See Add, Edit, and Inquire levels._ |
| Inquire | `ALL` | Allows the ability to view the relationship of merged tickets. |
| Inquire | `NONE` | Restricts the ability to view the relationship of merged tickets. |

### Print Service Signoff

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Inquire level._ |
| Edit | — | _Not applicable. See Inquire level._ |
| Delete | — | _Not applicable. See Inquire level._ |
| Inquire | `ALL` | Allows the ability to print the Signoff form for any service ticket. |
| Inquire | `MY` | Allows the ability to print the Signoff form for tickets you are a resource on, tickets you have assigned another resource on, and tickets created by you. |
| Inquire | `NONE` | Restricts the ability to print the Signoff form for all tickets. |

### Reports

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Inquire level._ |
| Edit | — | _Not applicable. See Inquire level._ |
| Delete | — | _Not applicable. See Inquire level._ |
| Inquire | `ALL` | Allows the ability to review reports located in the Service Desk Category of the reports module. By default, when this option is selected, access to all Service reports is allowed, but access can be customized using the Customize Option for this module. |
| Inquire | `NONE` | Retricts the ability to review reports located in the Service Desk Category of the reports module. |

### Resource Scheduling

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows the ability to add resources on Service Tickets and Activities. |
| Add | `MY` | Allows the ability for a member to add themselves as a resource on a Service Ticket or Activity. |
| Add | `NONE` | Retricts the ability to add resources on Service Tickets and Activities. NOTE: This includes the My Calendar and Dispatch Portal Screens. |
| Edit | `ALL` | Allows the ability to edit resources on Service Tickets and Activities. |
| Edit | `MY` | Allows the ability for a member to edit themselves as a resource on a Service Ticket or Activity. |
| Edit | `NONE` | Retricts the ability to edit resources on Service Tickets and Activities. NOTE: This includes the My Calendar and Dispatch Portal Screens. |
| Delete | `ALL` | Allows the ability to delete resources on Service Tickets and Activities. |
| Delete | `MY` | Allows the ability for a member to delete themselves as a resource on a Service Ticket or Activity. |
| Delete | `NONE` | Retricts the ability to delete resources on Service Tickets and Activities. NOTE: This includes the My Calendar and Dispatch Portal Screens. |
| Inquire | `ALL` | Allows the ability to review resources on Service Tickets and Activities. |
| Inquire | `MY` | Allows the ability for a member to review only their resource records on a Service Ticket or Activity. |
| Inquire | `NONE` | Retricts the ability to review resources on Service Tickets and Activities. NOTE: This includes the My Calendar and Dispatch Portal Screens. |

### Service Dashboard

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Inquire level._ |
| Edit | — | _Not applicable. See Inquire level._ |
| Delete | — | _Not applicable. See Inquire level._ |
| Inquire | `ALL` | Allows access to the Service Dashboard under the Service Desk Module. |
| Inquire | `NONE` | Retricts access to the Service Dashboard under the Service Desk Module. |

### Service Ticket - Dependencies

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows the ability to append predecessor tickets to a service ticket. |
| Add | `NONE` | Disallows the ability to append predecessor tickets to a service ticket. |
| Edit | `ALL` | Allows the ability to edit the existing predecessor ticket on a service ticket. |
| Edit | `NONE` | Disallows the ability to edit the existing predecessor ticket on a service ticket. |
| Delete | `ALL` | Allows the ability to remove an existing predecessor ticket on a service ticket. |
| Delete | `NONE` | Disallows the ability to remove an existing predecessor ticket on a service ticket. |
| Inquire | `ALL` | Allows the ability to view existing predecessor ticket info on a service ticket. |
| Inquire | `NONE` | Disallows the ability to view existing predecessor ticket info on a service ticket. |

### Service Ticket - Finance

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Edit and Inquire levels._ |
| Edit | `ALL` | Allows the ability to edit information on the Finance Tab of Service Tickets. |
| Edit | `NONE` | Retricts the ability to edit information on the Finance Tab of Service Tickets. |
| Delete | — | _Not applicable. See Edit and Inquire levels._ |
| Inquire | `ALL` | Allows access to the Finance Tab of Service Tickets. |
| Inquire | `NONE` | Retricts access to the Finance Tab of Service Tickets. |

### Service Tickets

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows the ability to create Service Tickets. |
| Add | `MY` | Allows the ability to create Service Tickets. |
| Add | `NONE` | Retricts the ability to create Service Tickets. |
| Edit | `ALL` | Allows the ability to edit existing Service Tickets. Allows the ability to follow Service Tickets. |
| Edit | `MY` | Allows the ability to edit only existing Service Tickets that belong to the member. A ticket belongs to me if I created it, assigned it to someone, or I am assigned to it. Allows the ability to follow Service Tickets I am a resource on. |
| Edit | `NONE` | Retricts the ability to edit existing Service Tickets. |
| Delete | `ALL` | Allows the ability to delete existing Service Tickets. |
| Delete | `MY` | Allows the ability to delete only existing Service Tickets that belong to the member. A ticket belongs to me if I created it, assigned it to someone, or I am assigned to it. |
| Delete | `NONE` | Retricts the ability to delete existing Service Tickets. |
| Inquire | `ALL` | Allows the ability to review existing Service Tickets. |
| Inquire | `MY` | Allows the ability to review only existing Service Tickets that belong to the member. A ticket belongs to me if I created it, assigned it to someone, or I am assigned to it. |
| Inquire | `NONE` | Retricts the ability to review existing Service Tickets. |

### SLA Dashboard

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Edit and Inquire levels._ |
| Edit | `ALL` | Allows the ability to access the On Call and Duty Mgr pickers on the SLA Dashboard and Service Board. |
| Edit | `MY` | Restricts the ability to access the On Call and Duty Mgr pickers on the SLA Dashboard and Service Board. |
| Edit | `NONE` | Restricts the ability to access the On Call and Duty Mgr pickers on the SLA Dashboard and Service Board. |
| Delete | — | _Not applicable. See Edit and Inquire levels._ |
| Inquire | `ALL` | Allows the ability to select any member from the member filter on the SLA Dashboard. Also allows the ability to access the On Call and Duty Mgr pickers on the Service Board and SLA Dashboard |
| Inquire | `MY` | Restricts the ability to select other members from the member filter on the SLA Dashboard. |
| Inquire | `NONE` | Restricts access to the SLA Dashboard. |

### Ticket Templates

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows the ability to create Ticket Templates at the Company Level. This includes the Ticket Templates tab of a company or agreement. |
| Add | `MY` | Same as ALL |
| Add | `NONE` | Restricts the ability to create Ticket Templates at the Company Level. This includes the Ticket Templates Tab of a company or agreement. Note: This does not control the application of Ticket Templates to existing tickets using the protractor icon. |
| Edit | `ALL` | Allows the ability to edit Ticket Templates at the Company Level. This includes the Ticket Templates tab of a company or agreement. |
| Edit | `MY` | Allows the ability to edit Ticket Templates only where the member has access to the service board, location and group associated with the template. This includes the Ticket Templates tab of a company or agreement. |
| Edit | `NONE` | Restricts the ability to edit Ticket Templates at the Company Level. This includes the Ticket Templates tab of a company or agreement. Note: This does not control the application of Ticket Templates to existing tickets using the protractor icon. |
| Delete | `ALL` | Allows the ability to delete Ticket Templates at the Company Level. This includes the Ticket Templates tab of a company or agreement. |
| Delete | `MY` | Allows the ability to delete Ticket Templates only where the member has access to the service board, location and group associated with the template. This includes the Ticket Templates tab of a company or agreement. |
| Delete | `NONE` | Restricts the ability to delete Ticket Templates at the Company Level. This includes the Ticket Templates tab of a company or agreement. Note: This does not control the application of Ticket Templates to existing tickets using the protractor icon. |
| Inquire | `ALL` | Allows the ability to review Ticket Templates at the Company Level. This includes the Ticket Templates tab of a company or agreement. |
| Inquire | `MY` | Allows the ability to review Ticket Templates only where the member has access to the service board, location and group associated with the template. This includes the Ticket Templates tab of a company or agreement. |
| Inquire | `NONE` | Restricts the ability to review Ticket Templates at the Company Level. This includes the Ticket Templates tab of a company or agreement. Note: This does not control the application of Ticket Templates to existing tickets using the protractor icon. |

## System

### API Reports

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Inquire level._ |
| Edit | — | _Not applicable. See Inquire level._ |
| Delete | — | _Not applicable. See Inquire level._ |
| Inquire | `ALL` | Allows the user to access the API Reporting Views when using an API Member. |
| Inquire | `NONE` | Restricts the ability to review the API Reporting Views when using an API Member. |

### Chat with ConnectWise Manage Support

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Inquire level._ |
| Edit | — | _Not applicable. See Inquire level._ |
| Delete | — | _Not applicable. See Inquire level._ |
| Inquire | `ALL` | Allows access to the Chat with Support button in the top navigation menu. |
| Inquire | `NONE` | Restricts access to the Chat with Support button in the top navigation menu. |

### ConnectWise Manage Labs

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Edit level._ |
| Edit | `ALL` | Allows the ability to turn labs on and off |
| Edit | `NONE` | Restricts the ablility to turn labs on and off |
| Delete | — | _Not applicable. See Edit level._ |
| Inquire | — | _Not applicable. See Edit level._ |

### Custom Menu Entry

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Inquire level._ |
| Edit | — | _Not applicable. See Inquire level._ |
| Delete | — | _Not applicable. See Inquire level._ |
| Inquire | `ALL` | Allows the ability to review custom menu entries in the modules they are assigned to. By default, when this option is selected, access to all Custom Menu Entries is allowed, but access can be customized using the Customize Option for this module. |
| Inquire | `NONE` | Restricts the ability to review existing Custom Menu Entries. |

### Email Audit

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Inquire level._ |
| Edit | — | _Not applicable. See Inquire level._ |
| Delete | — | _Not applicable. See Inquire level._ |
| Inquire | `ALL` | Allows access to the Email Audit icon under the Service Desk module and the Email Audit tab on the Company screen |
| Inquire | `NONE` | Restricts access to the Email Audit icon under the Service Desk module and the Email Audit tab on the Company screen. |

### List View Export

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Inquire level._ |
| Edit | — | _Not applicable. See Inquire level._ |
| Delete | — | _Not applicable. See Inquire level._ |
| Inquire | `ALL` | Allows the ability to export list view items to an Excel Spreadsheet. |
| Inquire | `NONE` | Restricts the ability to export list view items to an Excel Spreadsheet. |

### Marketplace Sharing

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows the ability to upload items to the ConnectWise Marketplace. |
| Add | `NONE` | Restricts the ability to upload items to the ConnectWise Marketplace. |
| Edit | — | _Not applicable. See Add and Inquire levels._ |
| Delete | — | _Not applicable. See Add and Inquire levels._ |
| Inquire | `ALL` | Allows the ability to import items from the ConnectWise Marketplace. |
| Inquire | `NONE` | Restricts the ability to import items from the ConnectWise Marketplace. |

### Mass Maintenance

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows the ability to add new items via the Mass Maintenance screens. Access to each screen can be customized using the Customize Option for this module. |
| Add | `NONE` | Restricts the ability to add new items via the Mass Maintenance screens. |
| Edit | `ALL` | Allows the ability to edit existing items via the Mass Maintenance screens. Access to each screen can be customized using the Customize Option for this module. |
| Edit | `NONE` | Restricts the ability to edit existing items via the Mass Maintenance screens. |
| Delete | `ALL` | Allows the ability to delete existing items via the Mass Maintenance screens. Access to each screen can be customized using the Customize Option for this module. |
| Delete | `NONE` | Restricts the ability to delete existing items via the Mass Maintenance screens. |
| Inquire | `ALL` | Allows the ability to review existing items via the Mass Maintenance screens. Access to each screen can be customized using the Customize Option for this module. |
| Inquire | `NONE` | Restricts the ability to review existing items via the Mass Maintenance screens. |

### Member Maintenance

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows the ability to create new member profiles. |
| Add | `NONE` | Restricts the ability to create new member profiles. |
| Edit | `ALL` | Allows the ability to edit existing member profiles. |
| Edit | `NONE` | Restricts the ability to edit existing member profiles. |
| Delete | `ALL` | Allows the ability to delete existing member profiles. |
| Delete | `NONE` | Restricts the ability to deleteexisting member profiles. |
| Inquire | `ALL` | Allows the ability to review existing member profiles. |
| Inquire | `NONE` | Restricts the ability to review existing member profiles. |

### My Account

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Edit and Inquire levels._ |
| Edit | `ALL` | Allows the ability to edit the information on the MY Account Screen for all members. |
| Edit | `MY` | Allows the ability to edit the information on the MY Account Screen for only the member logged in. |
| Edit | `NONE` | Retricts the ability to edit the information on the MY Account Screen |
| Delete | — | _Not applicable. See Edit and Inquire levels._ |
| Inquire | `ALL` | Allows the ability to review the information on the MY Account Screen for all members. |
| Inquire | `MY` | Allows the ability to review the information on the MY Account Screen for only the member logged in. |
| Inquire | `NONE` | Retricts the ability to review the information on the MY Account Screen |

### My Company

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows the ability to add new structure and group levels to the My Company Screen. |
| Add | `NONE` | Restricts the ability to add new structure and group levels to the My Company Screen. |
| Edit | `ALL` | Allows the ability to edit the information on the My Company Screen. |
| Edit | `NONE` | Restricts the ability to edit the information on the My Company Screen. |
| Delete | `ALL` | Allows the ability to delete structure and group levels from the My Company Screen. |
| Delete | `NONE` | Restricts the ability to delete structure and group levels from the My Company Screen |
| Inquire | `ALL` | Allows the ability to review the information on the My Company Screen. |
| Inquire | `NONE` | Restricts the ability to review the information on the My Company Screen. |

### Report Writer

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows access to the report writer designer |
| Add | `NONE` | Restricts access to the report writer designer |
| Edit | — | _Not applicable. See Add and Inquire levels._ |
| Delete | — | _Not applicable. See Add and Inquire levels._ |
| Inquire | `ALL` | Allows access to view report writer reports and dashboards. |
| Inquire | `NONE` | Restricts access to view report writer reports and dashboards. |

### Security Roles

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows the ability to create new security roles. |
| Add | `NONE` | Restricts the ability to create new security roles. |
| Edit | `ALL` | Allows the ability to edit the settings for existing security roles. |
| Edit | `NONE` | Restricts the ability to edit the settings for existing security roles. |
| Delete | `ALL` | Allows the ability to delete existing security roles. |
| Delete | `NONE` | Restricts the ability to delete existing security roles. |
| Inquire | `ALL` | Allows the ability to review the settings for existing security roles. |
| Inquire | `NONE` | Restricts the ability to review the settings for existing security roles. |

### System Reports

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Inquire level._ |
| Edit | — | _Not applicable. See Inquire level._ |
| Delete | — | _Not applicable. See Inquire level._ |
| Inquire | `ALL` | Allows the ability to review reports located in the System Category of the reports module. By default, when this option is selected, access to all System reports is allowed, but access can be customized using the Customize Option for this module. |
| Inquire | `NONE` | Retricts the ability to review reports located in the System Category of the reports module. |

### Table Setup

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows the ability to create new items within each of the Setup Tables. By default, when this option is selected, access to all Setup Tables is allowed, but access can be customized using the Customize Option for this module. |
| Add | `NONE` | Restricts the ability to create new items within each of the Setup Tables. |
| Edit | `ALL` | Allows the ability to edit existing items within each of the Setup Tables.  By default, when this option is selected, access to all Setup Tables is allowed, but access can be customized using the Customize Option for this module. |
| Edit | `NONE` | Restricts the ability to edit existing items within each of the Setup Tables. |
| Delete | `ALL` | Allows the ability to delete existing items within each of the Setup Tables.  By default, when this option is selected, access to all Setup Tables is allowed, but access can be customized using the Customize Option for this module. |
| Delete | `NONE` | Restricts the ability to delete existing items within each of the Setup Tables. |
| Inquire | `ALL` | Allows the ability to review existing items within each of the Setup Tables.  By default, when this option is selected, access to all Setup Tables is allowed, but access can be customized using the Customize Option for this module. |
| Inquire | `NONE` | Restricts the ability to review existing items within each of the Setup Tables. |

### Today Links

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Inquire level._ |
| Edit | — | _Not applicable. See Inquire level._ |
| Delete | — | _Not applicable. See Inquire level._ |
| Inquire | `ALL` | Allows the ability to view and browse to the links setup on the Today screen. |
| Inquire | `NONE` | Restricts the ability to view and browse to the links setup on the Today screen. |

## Time and Expense

### Expense Approvals

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Edit and Inquire levels._ |
| Edit | `ALL` | Allows the ability to approve expense reports and reverse expense report approvals. |
| Edit | `NONE` | Restricts the ability to approve expense reports and reverse expense report approvals. |
| Delete | — | _Not applicable. See Edit and Inquire levels._ |
| Inquire | `ALL` | Allows the ability to view expense reports submitted for approval. |
| Inquire | `NONE` | Restricts the ability to view expense reports submitted for approval. |

### Expense Report Entry

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows the ability to add expense records within the system. This includes expense records for other members while on their Expense Report. |
| Add | `MY` | Allows the ability to add expenses only for the member logged in. |
| Add | `NONE` | Retricts the ability to add expense records within the system. |
| Edit | `ALL` | Allows the ability to edit all existing expense records within the system. |
| Edit | `MY` | Allows the ability to edit only the expenses that particular member has entered within the system. |
| Edit | `NONE` | Retricts the ability to edit existing expenses within the system. |
| Delete | `ALL` | Allows the ability to delete all existing expense records within the system. This includes expense records for other members. |
| Delete | `MY` | Allows the ability to delete only the expenses that particular member has entered within the system. |
| Delete | `NONE` | Retricts the ability to delete existing expenses within the system. |
| Inquire | `ALL` | Allows the ability to review all existing expense records within the system. |
| Inquire | `MY` | Allows the ability to review only the expenses that particular member has entered within the system. |
| Inquire | `NONE` | Retricts the ability to review existing expenses within the system. |

### Reports

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Inquire level._ |
| Edit | — | _Not applicable. See Inquire level._ |
| Delete | — | _Not applicable. See Inquire level._ |
| Inquire | `ALL` | Allows the ability to review reports located in the Time Entry Category of the reports module. By default, when this option is selected, access to all Time Entry reports is allowed, but access can be customized using the Customize Option for this module. |
| Inquire | `NONE` | Retricts the ability to review reports located in the Time Entry Category of the reports module. |

### Stopwatch

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows the ability to use the Stopwatch on both the All Tickets tab and in the Ticket screen. |
| Add | `NONE` | Restricts the ability to use the Stopwatch on the All Tickets tab. |
| Edit | — | _Not applicable. See Add and Inquire levels._ |
| Delete | — | _Not applicable. See Add and Inquire levels._ |
| Inquire | `ALL` | Allows the ability to view the Stopwatch on the All Tickets tab, and grants the ability to use the Stopwatch in the Ticket screen. |
| Inquire | `NONE` | Restricts the ability to view the Stopwatch in the Ticket screen or in the All Tickets tab. |

### Time Approval

| Verb | Level | Description |
|------|-------|-------------|
| Add | — | _Not applicable. See Edit and Inquire levels._ |
| Edit | `ALL` | Allows the ability to approve/reject Time Sheet Approvals for all members. |
| Edit | `MY` | Allows the ability to approve/reject Time Sheet Approvals for only the users the member logged in is the approver for. |
| Edit | `NONE` | Retricts the ability to approve/reject Time Sheet Approvals. |
| Delete | — | _Not applicable. See Edit and Inquire levels._ |
| Inquire | `ALL` | Allows the ability to review Time Sheet Approvals for all members. |
| Inquire | `MY` | Allows the ability to review Time Sheet Approvals for only the users the member logged in is the approver for. |
| Inquire | `NONE` | Retricts the ability to review Time Sheet Approvals. |

### Time Entry

| Verb | Level | Description |
|------|-------|-------------|
| Add | `ALL` | Allows the ability to create time entries for all members. |
| Add | `MY` | Allows the ability tocreate time entries for only the member logged in. |
| Add | `NONE` | Retricts the ability to create time entries. |
| Edit | `ALL` | Allows the ability to edit existing time entries for all members. |
| Edit | `MY` | Allows the ability to edit existing time entries for only the member logged in. |
| Edit | `NONE` | Retricts the ability to edit existing time entries. |
| Delete | `ALL` | Allows the ability to delete existing time entries for all members. |
| Delete | `MY` | Allows the ability to delete existing time entries for only the member logged in. |
| Delete | `NONE` | Retricts the ability to delete existing time entries. |
| Inquire | `ALL` | Allows the ability to review existing time entries for all members. |
| Inquire | `MY` | Allows the ability to view existing time entries for only the member logged in. This includes the time tab and audit trail. Time entry notes will still appear in the notes pod and in the audit trail for all members. |
| Inquire | `NONE` | Retricts the ability to review existing time entries. |