Authorization levels: Home page (../CS)
| Task List Item | Required Conditions and Notes |
|---|---|
| Welcome | Full or Casual user. Default view if Check Tasks on Login is not selected in your user record |
| View activity tasks | Full or Casual user. Default view if Check Tasks on Login is selected in your user record |
| Generate reports | Full or Casual user |
| View tasks | Full or Casual user |
| IQA > Contacts | Full user + Customers auth level 2 + Reporting group + MEMBERSHIP license |
| IQA > Prospects | Full user + Customers auth level 2 + Reporting group + MEMBERSHIP and AQMGMT license |
| IQA > Orders | Full user + Orders auth level 2 + Reporting group + ORDER license |
| IQA > Events | Full user + Events auth level 2 + Reporting group + MEET license |
| IQA > Fundraising | Full user + Fund Raising auth level 2 + Reporting group + FUNDR license |
Updated 3 months ago
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