Global Permissions

A Permission is a system privilege that enables a Talisma User to perform a specific task, or a set of tasks. Permissions can be defined for Users while creating them. Permissions are of two types: Global and Team Level.

The Permissions page in Talisma Business Administrator lists groups of common Permissions available at the Global and Team levels. A User can be granted one, or all Permissions in a group to enable the User to perform the associated tasks in Talisma. When a group is selected, all Permissions listed in the group are automatically selected.

Talisma Permissions are hierarchical. Parent Permissions are displayed with a plus sign (+) next to them. Clicking the plus sign (+) displays the child Permissions of the selected parent Permission. If a User is granted a parent Permission, its child Permissions are also automatically granted. Alternatively, a User can be exclusively granted only a child Permission.

Note

In Talisma documentation, when the term 'custom Object' is written within angular brackets (<>), replace the term with the custom Object with which you are working. When the term is written without angular brackets, it is used to generically refer to custom Objects

Example

Your organization has created “Policy” as a Global custom Object. As a result, various Global Permissions are created for the Policy Object. When the Global Permissions topic in Talisma documentation reads "Manage <Global custom Object> Permission", you would read it as "Manage Policy Permission".

Global Permissions Table

The following table consists of three columns:

• Global Permission - This column lists the Global Permissions. Child Permissions are listed below the parent Permission, and are indented to the right.

• Actions Allowed - This column describes the tasks that can be performed by a User with the Permission.

• User - This column indicates the User who will typically be granted the Permission.

Global Permission	Actions Allowed	User
System Administration	All operations in Talisma Client, Talisma Database Administrator, and Talisma Business Administrator. When this Permission is selected, its child Permissions, the Database Administration, and Business Administration Permissions, are automatically selected.	Business Administrator User
Database Administration	All Database administration tasks from Talisma Database Administrator.	Business Administrator User
Business Administration	All tasks in Talisma Business Administrator and Talisma Client.	Business Administrator User
Workspace The Workspace group of Permissions enables the User to perform all tasks related to Workspaces in Talisma Client. When this option is selected, all the Permissions listed in the group are automatically selected.
Copy Workspace	Copying user-defined Workspaces to other Users.	Talisma Client User
Edit/Delete Shared Workspace	Editing and deleting shared user-defined Workspaces.	Talisma Client User
Share Workspace	Sharing user-defined Workspaces with other Users and changing the owner of user-defined Workspaces.	Talisma Client User
Talisma Global Functions The Talisma Global Functions group of Permissions enables the User to perform global functions in Talisma Business Administrator, Talisma Client, and Talisma License Generator and Talisma Mailer License Generator Utilities. When this option is selected, all the Permissions listed in the group are automatically selected.
Copy AutoText	Copying an AutoText entry to other Users.	Talisma Client User
Copy User Options	Copying options that the User has specified in the Options dialog box to other Users in Talisma Client. When this Permission is selected, its child Permission, the Set User Options Permission, is automatically selected.	Talisma Client User
Set User Options	Defining and modifying options in the Options dialog box.	Talisma Client User
Discard Chat Session Details	Trashing the contents of a chat session.	Talisma Client User
DNC Override	Enables you to view and edit phone numbers of Leads that are marked as DNC only if you have the Edit Leads Permission. If this Permission is not enabled even though the Edit Leads permission is enabled, phone numbers of Leads that are marked as DNC are displayed as asterisks () and cannot be edited. Further, you cannot view audit information for Phone Properties of the Lead Object in the History Tab when audit is enabled. Audit information will not be displayed even if the call status of the phone number is callable. Note* If you do not have this Permission: • In Talisma Client, you can edit Phone Properties in the Set Properties dialog box by selecting multiple Leads. • When Lead are merged and one of the Leads has a DNC phone number, the phone number Property cannot be edited.	Talisma Client User
Manage Address Book Entries	Creating, editing, and deleting Address Book entries.	Talisma Client User
Manage Address Book Servers	Creating, editing, and deleting Address Book Servers.	Business Administrator User
Manage Aliases	Creating, editing, copying, and deleting Aliases. In addition, this Permission enables pausing and resuming of incoming messages and outgoing messages to Aliases, flushing of messages, and testing of incoming and outgoing mail servers of an Alias.	Business Administrator User
Manage All Users	Creating, editing, copying, and deleting Talisma Users.	Business Administrator User
Manage Customer Portal	Configuring Customer Portal settings.	Business Administrator User
Manage Personal Properties	Creating, editing, copying, and deleting personal Properties of a User, listed in the Personal Tab of Object windows.	Business Administrator User
Manage Roles	Creating, editing, copying, and deleting Roles.	Talisma Client User
Manage Rules for Campaigns	Setting the duration: For which a Contact who has already received a Mailer must not be sent another Mailer. After which an inactive Target must be removed from a Campaign.	Talisma Client User
Manage Scripts	Creating, editing, renaming, and deleting Scripts. When this Permission is selected, its child Permission, the View Scripts Permission, is automatically selected.	Talisma Client User
View Scripts	Viewing Scripts.	Talisma Client User
Manage Teams	Creating, editing, copying, and deleting Teams. In addition, this Permission enables, adding Users to, and removing Users from Teams.	Business Administrator User
Manage Trackable URL	Creating and using Trackable URLs to track hits on URLs inserted in Mailers.	Talisma Client User
Update License Key	Updating the Talisma license key using the Talisma License Generator and the Talisma Mailer License Generator utilities.	Business Administrator User
GoTo Object	Accessing the Global Object items using GoTo options. All Global Objects except Global Reference Objects are listed in the GoTo Object Permission. By default, the check box is not selected for any Global Object indicating that you do not have Permission to access Global Object items using GoTo options. Note Global Objects whose items cannot be accessed using GoTo options will not be listed in the GoTo Object Permission. For example, items of the Program Object cannot be accessed using the GoTo menu option.
Item Viewer Customization The Item Viewer Customization group of Permissions enables the User to perform all tasks related to Talisma Client Object windows. When this option is selected, all the Permissions listed in the group are automatically selected.
Copy Account Item View	Copying the User Preferences pane of the Account window to other Users.	Talisma Client User
Copy Activity Item View	Copying the User Preferences pane of the Activity window to other Users.	Talisma Client User
Copy Application Item View	Copying the User Preferences pane of the Application window to other Users. Note The text of this Permission is based on the name specified for the Application Object when Talisma Application Management is installed. For example, if the text App is specified during the installation of Talisma Application Management, this Permission will be displayed as Copy App Item View. In this documentation, the Application Object is referred to as Application.	Talisma Client User
Copy Recommendation Item View	Copying the User Preferences pane of the Recommendation window to other Users. Note By default, Talisma names the Recommendation Object by suffixing the text Recommendation to the name specified for the Application Object during the installation of Talisma Application Management. For example, if the text App is specified for the Application Object during installation, the name of the Recommendation Object will be App-Recommendation. In this scenario, the text of this Permission will be Copy App-Recommendation Item View. In this documentation, the Recommendation Object is referred to as Recommendation. Any part of the Recommendation Object name exceeding 26 characters will not be displayed. For example, if the Object is called My Application-Recommendation, the name will be displayed as My Application-Recommendat.	Talisma Client User
Copy Calendar Event Item View	This Permission does not affect Calendar Event functionality. Selecting or clearing this permission does not affect how the calendar event feature works.	Talisma Client User
Copy Campaign Communication Item View	This Permission does not affect campaign communication functionality. Selecting or clearing this permission does not affect how the campaign communication feature works.	Talisma Client User
Copy Campaign Item View	Copying the User Preferences pane of the Campaign window to other Users.	Talisma Client User
Copy Canned Response Item View	Copying the User Preferences pane of the Canned Response window to other Users.	Talisma Client User
Copy Contact Item View	Copying the User Preferences pane of the Contact window to other Users.	Talisma Client User
Copy Interaction Item View	Copying the Preferred Properties pane of the Interaction window to other Users.	Talisma Client User
Copy Event Item View	Copying the User Preferences Pane of the Event window to other Users.	Talisma Client User
Copy Link Item View	Copying the User Preferences pane of the Link window to other Users.	Talisma Client User
Copy Mailing List Item View	Copying the User Preferences Pane of the Mailing List window to other Users.	Talisma Client User
Copy Message Item View	Copying the User Preferences Pane of the Message window to other Users.	Talisma Client User
Copy Offer Item View	Copying the User Preferences Pane of the Offer window to other Users.	Talisma Client User
Copy Opportunity Item View	Copying the User Preferences Pane of the Opportunity window to other Users.	Talisma Client User
Copy Order Item View	Copying the User Preferences Pane of the Order window to other Users.	Talisma Client User
Copy Print Template Item-View	Copying the User Preferences Pane of the Print Template window to other Users.	Talisma Client User
Copy Product Item View	Copying the User Preferences Pane of the Product window to other Users.	Talisma Client User
Copy Target Item View	Copying the User Preferences Pane of the Target window to other Users.	Talisma Client User
Copy Template Item View	Copying the User Preferences pane of the Mailer/SMS window to other Users.	Talisma Client User
Customize Account Windows	Modifying the User Preferences pane of the Account window.	Talisma Client User
Customize Activity Windows	Modifying the User Preferences pane of the Activity window.	Talisma Client User
Customize Application Windows	Modifying the User Preferences pane of the Application window. Note The text of this Permission is based on the name specified for the Application Object when Talisma Application Management is installed. For example, if the text App is specified during the installation of Talisma Application Management, this Permission will be displayed as Customize App Windows. In this documentation, the Application Object is referred to as Application.	Talisma Client User
Customize Recommendation Windows	Modifying the User Preferences pane of the Recommendation window. Note By default, Talisma names the Recommendation Object by suffixing the text Recommendation to the name specified for the Application Object during the installation of Talisma Application Management. For example, if the text App is specified for the Application Object during installation, the name of the Recommendation Object will be App-Recommendation. In this scenario, the text of this Permission will be Customize App-Recommendation Windows. In this documentation, the Recommendation Object is referred to as Recommendation. Any part of the Recommendation Object name exceeding 26 characters will not be displayed. For example, if the Object is called My Application-Recommendation, the name will be displayed as My Application-Recommendat.	Talisma Client User
Customize Calendar Event Windows	This Permission does not affect calendar event functionality. Selecting or clearing this permission does not affect how the calendar event feature works.	Talisma Client User
Customize Campaign Communication Windows	This permission does not affect campaign communication functionality. Selecting or clearing this permission does not affect how the campaign communication feature works.	Talisma Client User
Customize Campaign Windows	Modifying the User Preferences pane of the Campaign window.	Talisma Client User
Customize Canned Response Windows	Modifying the User Preferences pane of the Canned Response window.	Talisma Client User
Customize Contact Windows	Modifying the User Preferences pane of the Contact window.	Talisma Client User
Customize Event Windows	Modifying the User Preferences pane of the Event window.	Talisma Client User
Customize Interaction Windows	Modifying the User Preferences pane of the Interaction window.	Talisma Client User
Customize Link Windows	Modifying the User Preferences pane of the Link window.	Talisma Client User
Customize Mailing List Windows	Modifying the User Preferences pane of the Mailing List window.	Talisma Client User
Customize Message Windows	Modifying the User Preferences pane of the Message window.	Talisma Client User
Customize Offer Windows	Modifying the User Preferences pane of the Offer window.	Talisma Client User
Customize Opportunity Windows	Modifying the User Preferences pane of the Opportunity window.	Talisma Client User
Customize Order Windows	Modifying the User Preferences pane of the Order window.	Talisma Client User
Customize Print Template Windows	Modifying the User Preferences pane of the Print Template window.	Talisma Client User
Customize Product Windows	Modifying the User Preferences pane of the Product window.	Talisma Client User
Customize Target Windows	Modifying the User Preferences pane of the Target window.	Talisma Client User
Customize Template Windows	Modifying the User Preferences pane of the Mailer/SMS Template window.	Talisma Client User
Account The Account group of Permissions enables the User to perform tasks related to the Account Object in Talisma Business Administrator and Talisma Client. When this option is selected, all the Permissions listed in the group are automatically selected.
Manage Accounts	Selecting this Permission enables you to perform all tasks related to managing Account items. When this Permission is selected, all its child Permissions, are automatically selected.	Talisma Client User
Create Account	Creating and editing an Account. When this Permission is selected, its child Permission, the Edit Account Permission, is automatically selected.	Talisma Client User
Edit Account	Editing an Account.	Talisma Client User
Delete/Undelete Account	Deleting an Account, or restoring a deleted Account.	Talisma Client User
Edit Account Encrypted Property	Editing encrypted values of Protected Properties for Accounts. When this Permission is selected, its child Permission, the View Account Encrypted Property Permission, is automatically selected.	Talisma Client User
View Account Encrypted Property	Viewing encrypted values of Protected Properties for Accounts.	Talisma Client User
Manage Account Categories	Creating, renaming, sharing, and deleting Account Categories, and specifying names of Account Categories in multiple languages. Only Users with this Permission can view the Account Object in the Object list of the Category Manager.	Talisma Client User
Manage Account Rules	Creating, editing, copying, sharing, enabling Rules and Rule Logs, validating, and deleting Rules based on Accounts, and specifying names for Account-based Rules in multiple languages. Only Users with this Permission can view the Account Object in the Object list of the Rules Manager.	Business Administrator User
Purge Account	Permanently removing deleted Accounts from the Trash Can Workspace.	Talisma Client User
Contact The Contact group of Permissions enables the User to perform tasks related to the Contact Object in Talisma Business Administrator and Talisma Client. When this option is selected, all the Permissions listed in the group are automatically selected.
Delete Contacts	Deleting and restoring deleted Contacts.	Talisma Client User
Edit Contact Encrypted Property	Editing the encrypted values of Protected Properties for Contacts. When this Permission is selected, its child Permission, the View Contact Encrypted Property Permission, is automatically selected.	Talisma Client User
View Contact Encrypted Property	Viewing the encrypted values of Protected Properties for Contacts.	Talisma Client User
Edit Contacts	Editing Contacts, creating a copy of a Contact, and mailing Contact information.	Talisma Client User
Manage Contact Categories	Creating, renaming, sharing, and deleting Contact Categories, and specifying names of Contact Categories in multiple languages. Only Users with this Permission can view the Contact Object in the Object list of the Category Manager.	Talisma Client User
Manage Contact Rules	Creating, editing, copying, sharing, enabling Rules and Rule Logs, validating and deleting Rules based on Contacts, and defining names for Contact-based Rules in multiple languages. Only Users with this Permission can view the Contact Object in the Object list of the Rules Manager.	Business Administrator User
Purge Contacts	Permanently removing deleted Contacts from the Trash Can Workspace.	Talisma Client User
Send SMS	Sending SMS messages to Contacts. You can select this Permission only if your organization has purchased the Talisma SMS license.	Talisma Client User
Share Contacts	Sharing Contacts with Teams. Note: This Permission is displayed only if Team-based security is enabled for the Contact Object. For more information about Team-based security for the Contact Object, contact Talisma Product Support.	Talisma Client User
Talisma Global Client Functions The Talisma Global Client Functions group of Permissions enables the User to perform global functions in Talisma Client. When this option is selected, all the Permissions listed in the group are automatically selected.
Can Broadcast Messages	Sending internal messages to Users. A User with this Permission can choose to send an internal message to all Users, Users currently logged on to Talisma Client, Users in selected Teams, or selected Users.	Talisma Client User
Export Table View	Exporting, and enabling Scheduling for an Export Configuration.	Talisma Client User
Manage Filters	Creating and copying Filters to other Teams, or Users.	Talisma Client User
Copy Filters to other users	Copying Filters to other Teams, or Users.	Talisma Client User
Manage SQL Mailing List	Defining and executing SQL statements to create Mailing Lists.	Talisma Client User
Manage SQL Report/Microsoft Excel Report	Creating, editing, and deleting SQL or Microsoft® Excel reports.	Talisma Client User
Manage SQL Report/Microsoft Excel Report Access	Providing access to other Users in the Team to selected SQL or Microsoft® Excel reports.	Talisma Client User
Publish Offline	Publishing Account, Contact, Interaction, Opportunity, Order, and Product Object items from Talisma Client to Talisma Offline Client.	Talisma Client User
Restrict setting of Contact for non-accessible Team(s) in Interaction(s)	Disables the Contact field in the New Interaction window if the User selects a Team to which access is not enabled. The Search, Clear, and Preset Properties buttons in the Search Contacts area will also be disabled. For information about changes in the New Interaction window based on a User’s selection of Teams in the Assigned to tab, see “Changes in the New Interaction Window”.	Talisma Client User
Media The Media group of Permissions enables the User to perform all tasks related to Media integrated with Talisma in Talisma Business Administrator. When this option is selected, all the Permissions listed in the group are automatically selected.
Manage Media Chat	Creating, editing, and deleting Default Team and Global Chat Options, and the Proactive Filter. Other actions include, purging Visitor Details, reloading Media Options, deleting inactive chat servers, and accessing the Manage, View Status, and View Queue tabs, in the Talisma Chat Workspace.	Business Administrator User and Supervisor
Manage Media Fax	Creating, editing, and deleting Fax Options.	Business Administrator User
Manage Media in Person	Creating, editing, and deleting In Person Options.	Business Administrator User
Manage Media Letter	Creating, editing, and deleting Letter Options.	Business Administrator User
Manage Media Phone	Creating, editing, and deleting Phone Options, and managing the Object Filter.	Business Administrator User
Manage Media Portal	Creating, editing, and deleting Options for the Portal Medium.	Business Administrator User
Manage Media SMS	This Permission does not affect SMS functionality in Talisma. Selecting or clearing this Permission does not change the way the SMS feature works in Talisma.
Manage Media VoIP	Creating, editing, and deleting VoIP Options.	Business Administrator User
Calendar Event The Calendar Event group of Permissions do not affect Calendar Event functionality. Selecting or clearing any Calendar Event Permission does not affect how the Calendar Event feature works. The following Permissions are available: • Manage Calendar Event • Create Calendar Event • Edit Calendar Event • Delete/Undelete Calendar Event • Edit Calendar Event Encrypted Property • View Calendar Event Encrypted Property • Manage Calendar Event Categories • Manage Calendar Event Rules • Purge Calendar Event
Event The Event group of Permissions enables the User to perform tasks related to the Event Object in Talisma Business Administrator, and Talisma Client. When this option is selected, all the Permissions listed in this group are automatically selected.
Manage Event	Selecting this Permission enables you to perform all tasks related to managing Event. When this Permission is selected, all its child Permissions are automatically selected.	Talisma Client User
Create Event	Creating an Event. When this Permission is selected, its child Permission, the Edit Event Permission, is automatically selected.	Talisma Client User
Edit Event	Editing and categorizing Events.	Talisma Client User
Delete/Undelete Event	Deleting Events in the Trash Can Workspace, and restoring deleted Events from the Trash Can Workspace.	Talisma Client User
Edit Event Encrypted Property	Editing the encrypted values of Protected Properties for Events. When this Permission is selected, its child Permission, the View Event Encrypted Property Permission, is automatically selected.	Talisma Client User
View Event Encrypted Property	Viewing the encrypted values of Protected Properties for Events.	Talisma Client User
Manage Event Categories	Creating, renaming, sharing, and deleting Event Categories, and specifying names of Event Categories in multiple languages. Only Users with this Permission can view the Event Object in the Object list of the Category Manager.	Talisma Client User
Manage Event Rules	Creating, editing, and deleting Rules created for Events.	Business Administrator User
Purge Event	Permanently removing deleted Events from the Trash Can Workspace.	Talisma Client User.
<Global Custom Object> The <Global custom Object> group of Permissions enables the User to perform all tasks related to the Global custom Object in Talisma Client. This group of Permissions is automatically created in the Talisma system when you create a Global custom Object. You can grant these Permissions to Users so that they can work with the Global custom Object. For example, if you have created a Global custom Object, Policy, Policy related Permissions are automatically created in the Talisma system. You can grant these Permissions to Users, who can then start working with Policy items. When this option is selected, all the Permissions listed in the group are automatically selected.
Manage <Global custom Object>	Selecting this Permission enables you to perform all tasks related to managing <Global custom Object> items. When this Permission is selected, all its child Permissions are automatically selected.	Talisma Client User
Create <Global custom Object>	Creating <Global custom Object> items. When this Permission is selected, its child Permission, the Edit <Global custom Object> Permission is automatically selected.	Talisma Client User
Edit <Global custom Object>	Editing and categorizing <Global custom Object> items.	Talisma Client User
Delete/Undelete <Global custom Object>	Deleting <Global custom Object> items in the Trash Can Workspace, and restoring deleted <Global custom Object> items from the Trash Can Workspace.	Talisma Client User
Edit <Global custom Object> Encrypted Property	Editing the encrypted values of Protected Properties for <Global custom Object> items. When this Permission is selected, its child Permission, the View <Global custom Object> Encrypted Property Permission, is automatically selected.	Talisma Client User
View <Global custom Object> Encrypted Property	Viewing the encrypted values of Protected Properties for <Global custom Object> items.	Talisma Client User
Manage <Global custom Object> Categories	Creating, renaming, sharing, and deleting <Global custom Object> Categories, and specifying names of <Global custom Object> Categories in multiple languages. Only Users with this Permission can view this Global custom Object in the Object list of the Category Manager. Note The Manage <Global custom Object> Categories Permission is available only if the Object has been configured for categorization.	Talisma Client User
Manage <Global custom Object> Rules	Creating, editing, and deleting Rules created for this Global custom Object.	Business Administrator User
Merge <Global custom Object>	Merging two <Global custom Object> items.	Talisma Client User
Purge <Global custom Object>	Permanently removing deleted <Global custom Object> items from the Trash Can Workspace.	Talisma Client User
This section describes Permissions for the following Talisma Higher Education Foundation Objects: • Ethnic Group • Lead Type • Program • Area of Interest • State • Country Address • Address Type • Shift • Region • Assignment Log • Incoming Queue • Outgoing Queue • SIS • Test Score • FERPA Group • Nationality • Document Status Note: • These Objects are available if Talisma Higher Education Foundation Setup is installed. • To interpret a specific Permission, substitute an Object from the above list in the “< Global Object>” placeholder in all locations in the row where the Permission is located. Example: To understand the meaning of the Manage Term Global Permission, substitute the Term Object in the < Global Object> placeholder in all locations of the Manage < Global Object> row. • The Merge Address Permission is available only for the Address Object.
Copy <Global Object> Item View	Copying the User Preferences pane of the Global Object window to other Users.	Talisma Client User
Customize <Global Object> Windows	Modifying the User Preferences pane of the Global Object window.	Talisma Client User
Manage <Global Object>	Selecting this Permission enables you to perform all tasks related to managing <Global Object> items. When this Permission is selected, all its child Permissions, are automatically selected.	Talisma Client User
Create <Global Object>	Creating <Global Object> items. When this Permission is selected, its child Permission, the Edit <Global Object> Permission, is automatically selected.	Talisma Client User
Edit <Global Object>	Editing and categorizing <Global Object> items.	Talisma Client User
Delete/Undelete <Global Object>	Deleting <Global Object> items in the Trash Can Workspace, and restoring deleted <Global Object> items from the Trash Can Workspace.	Talisma Client User
Edit <Global Object> Encrypted Property	Editing the encrypted values of Protected Properties for <Global Object> items. When this Permission is selected, its child Permission, the View <Global Object> Encrypted Property Permission, is automatically selected.	Talisma Client User
View <Global Object> Encrypted Property	Viewing the encrypted values of Protected Properties for <Global Object> items.	Talisma Client User
Manage <Global Object> Categories	Creating, renaming, sharing, and deleting <Global Object> Categories, and specifying name of <Global Object> Categories in multiple languages. Only Users with this Permission can view this Global Object in the Object list of the Category Manager. Note The Manage <Global Object> Categories Permission is available only if the Global Object has been configured for categorization.	Talisma Client User
Manage <Global Object> Rules	Creating, editing, and deleting Rules created for this Global Object.	Business Administrator User
Merge Address	Merging two Address items.	Talisma Client User
Purge <Global Object>	Permanently removing deleted <Global Object> items from the Trash Can Workspace.	Talisma Client User

Changes in the New Interaction Window

The behavior described in the following table is applicable only if the View related Object items based on the set Object item option in the Global Options page in Talisma Business Administrator is set to Yes. For information about this option, see Talisma Business Administrator Help.

Scenario 1
	Team Access	The Restrict setting of Contact for nonaccessible Team(s) in Interaction(s) Permission	The Restrict setting of Contact Permission
Team A	Yes	Selected	Selected
Team B	Yes	Selected	Not Selected
Action	Parker Roy, the Talisma Client User, selects Team A in the Assigned to tab of the New Interaction window and then sets a Lead in the Link to list as a result of which the associated Contact and Enrollment are set implicitly. Parker then selects Team B.
Result	The Contact field is enabled and the selection of the Contact when Team A was selected is retained. Further, values in the Name field for the Lead and Enrollment Properties in the Link to list will continue to be retained.
Scenario 2
Team A	Yes	Selected	Selected
Team B	Yes	Selected	Not Selected
Action	Parker selects Team B in the Assigned to tab of the New Interaction window and then sets a Lead in the Link to list as a result of which the associated Contact and Enrollment are set implicitly. Parker then selects Team A.
Result	The Contact field is cleared and disabled. Further, values in the Name field for the Lead and Enrollment Properties in the Link to list are cleared. Note This behavior will also occur when Parker performs the steps described in this scenario although Parker does not have access to Team B.

Note

• The Contact field will be disabled when the User selects Order or Opportunity in the Link to list for a Team in which the Restrict setting of Contact Permission is selected. Values of the Order or Opportunity Properties will continue to be retained regardless of whether values are changed in the Contact field and in the Lead and Enrollment Properties of the Link to list.

• The behavior described in the table is also applicable to the Contact, Link to, and Name fields in the Interaction pane of the Phone Workspace and the End Session dialog box of the Chat Workspace.