Team Level Permissions

Edit Team

Editing details of the Team in which the User is granted this Permission.

Manage Properties

Creating, editing, and deleting user-defined Tabs, Groups, Properties, and Relationships for Objects.

A User with the Manage Properties Permission in a Team can:

•   Create Tabs in the selected Team.

•   Create Properties in the Tabs of the selected Team. The Permission is revoked if the Tab is shared with other Teams.

•   Create Relationships for any Object in the Tabs of the selected Team.

•   Delete Properties and Relationships if the Object Property is created in the selected Team.

•   Create a Related Object Property in the Tab of the selected Team.

Manage Rule

Creating, editing, and deleting Team-based Rules for the Team in which the User is granted this Permission.

Manage User

Creating a User, copying a User, deleting a User, adding an existing User to a Team, removing an existing User from a Team, and setting the Properties of other Users in the Teams in which the User has been granted this Permission.

When this Permission is selected, its child Permission, Edit User, is automatically selected.

Edit User

Adding an existing User to a Team, removing an existing User from a Team, and setting the Properties of other Users in the Teams in which the User is granted this Permission. As a User with this Permission, one can also modify the User details of oneself in the relevant Teams.

Add/Remove Sub Interaction

Creating Sub Interactions for, and removing Sub Interactions from a parent Interaction. This Permission is required in the Team to which the parent Interaction belongs.

Assign/Transfer Interaction

Assigning Interactions to other Users in the Team or to oneself, and transferring Interactions to other Users.

Can get Auto Assigned Interactions

Receiving Auto Assigned Interactions routed by User Assignment Rules. Talisma automatically assigns new Interactions to Users who have been granted this Permission.

Can get Reserved Interactions

Receiving Reserved Interactions automatically routed by Talisma. The User can take ownership of such Interactions, or assign them to other Users.

Delete Attachments from Interaction

Deleting attachments from the Events in the Preview pane of an Interaction selected in the Table View, or from the Events in the Conversation pane of an Interaction window.

Delete/Undelete Interaction

Deleting or restoring deleted Interactions.

Edit Interaction Encrypted Property

Editing the encrypted values of Protected Properties for Interactions.

When this Permission is selected, its child Permission, View Interaction Encrypted Property, is automatically selected.

View Interaction Encrypted Property

Viewing the encrypted values of Protected Properties for Interactions.

Edit Subject

Editing the Subject Line of Interactions from the Interaction Workspace and the Interaction window.

Import Messages

Importing messages into Talisma.

Manage Interaction Categories

Creating, renaming, sharing, and deleting Interaction Categories, and specifying names of Interaction Categories in multiple languages. Only Users with this Permission can view the Interaction Object in the Object list of the Category Manager.

Mask/Unmask Text in Messages

The Talisma Client User can perform the following operations in the Content tab of the Message window:

Mask selected text.

Unmask selected masked text.

Unmask all masked text in the Message.

Merge/Split Interaction

Merging two related Interactions, or splitting an Interaction with unrelated requests into two.

Reply Interaction

Replying to Interactions.

Restrict Setting of Contact

Setting a Contact automatically in the New Interaction window based on the Lead, Enrollment, or Campaign that is set in the Link to list.

Note

•   This functionality of this Permission is applicable only if the value of the View related Object items based on the set Object item Global option is set to Yes. For more information about this option, see Talisma Business Administrator Help.

•   The System Administration, Database Administration, or Business Administration Permission must not be enabled for the Talisma Client User for whom this Permission is enabled.

Review Reply

Reviewing responses to Interactions.

Set Interaction Categories

Setting Categories for Interactions.

Set Interaction Contact

Changing the Contact associated with an existing Interaction or Sub Interaction.

Set Interaction Priority

Setting the priority of an Interaction.

Set Interaction Properties

Setting Properties for Interactions.

Set Interaction State Manually

Setting the Interaction states manually.

Assign / Transfer Opportunity

The Opportunity can be assigned to another User who belongs to the Team to which the selected Opportunity was transferred.

The Opportunity can be transferred to a User who belongs to a Team to which the logged in User has been granted access.

The Opportunity can also be transferred to a Team to which the logged in User is not granted access.

Convert Opportunity to Order

Converting an Opportunity into an Order.

Edit Opportunity Encrypted Property

Editing the encrypted values of Protected Properties for Opportunities.

When this Permission is selected, its child Permission, View Opportunity Encrypted Property, is automatically selected.

View Opportunity Encrypted Property

Viewing the encrypted values of Protected Properties for Opportunities.

Incubate Opportunity

Incubating Opportunities for a required period.

Manage Opportunity

Creating, editing, categorizing, copying, deleting, and purging Opportunities.

Manage Opportunity Categories

Creating, renaming, sharing, and deleting Opportunity Categories, and specifying names of Opportunity Categories in multiple languages.

Only Users with this Permission can view the Opportunity Object in the Object list of the Category Manager.

Edit Campaign Encrypted Property

Editing the encrypted values of Protected Properties for Campaigns.

When this Permission is selected, its child Permission, View Campaign Encrypted Property, is automatically selected.

View Campaign Encrypted Property

Viewing the encrypted values of Protected Properties for Campaigns.

Manage Campaign

The Manage Campaign group of Permissions includes object(s) for which campaign support is enabled.

Example

The following image depicts the display of the Manage Campaign Permission in a scenario where Campaign Support is enabled for Contact, Enrollment, and Lead Objects:

Users who have the Manage Campaign Object-level Permission for a particular Object can perform the following operations on Campaigns based on that Object:

•   Create a Campaign

•   Edit a Campaign

•   Add base Object items as Targets to a Campaign

•   Delete, restore, and purge a Campaign

•   Set Properties for a Campaign

•   Set a Reminder for a Campaign

•   Categorize a Campaign

Note

When you install Talisma afresh, although Campaign Support is enabled for the Contact Object, the Contact Permission in the Manage Campaign Permission will not be selected.

When you select the Manage Campaign Permission, all Object-level Permissions are also selected. In this scenario, if you enable Campaign Support for another Object, the corresponding Manage Campaign Object-level Permission will also be selected.

Activate Campaign

Enables you to activate a saved campaign.

You can activate campaigns that:

•   Belong to teams to which you have access, and

•   Are created for base objects that are selected in the Manage Campaign permission.

Deactivate Campaign

Enables you to deactivate an activated campaign.

You can deactivate campaigns that:

•   Belong to teams to which you have access, and

•   Are created for base objects that are selected in the Manage Campaign permission.

Manage Campaign Categories

Creating, renaming, sharing, and deleting Campaign Categories, and specifying names of Campaign Categories in multiple languages. Only Users with this Permission can view the Campaign Object in the Object list of the Category Manager.

Edit Canned Response Encrypted Property

Editing the encrypted values of Protected Properties for Canned Responses.

When this Permission is selected, its child Permission, View Canned Response Encrypted Property, is automatically selected.

View Canned Response Encrypted Property

Viewing the encrypted values of Protected Properties for Canned Responses.

Manage Canned Response

Creating, editing, categorizing, sharing, inserting in messages, deleting, and purging Canned Responses.

Manage Analytics

Creating, editing and deleting Cross Tab and Drill Down reports.

Granting access to other Users while creating or editing Cross Tab or Drill Down reports.

Edit Template Encrypted Property

Editing the encrypted values of Protected Properties for Mailer/SMS Templates.

When this Permission is selected, its child Permission, View Template Encrypted Property, is automatically selected.

View Template Encrypted Property

Viewing the encrypted values of Protected Properties for Mailer/SMS Templates.

Manage Templates

Creating, editing, deleting, categorizing, copying, and sharing Mailer/SMS Templates.

Edit Encrypted Order Property

Editing the encrypted values of Protected Properties for Orders.

When this Permission is selected, its child Permission, View Encrypted Order Property, is automatically selected.

View Encrypted Order Property

Viewing the encrypted values of Protected Properties for Orders.

Manage Order

Creating, editing, copying, categorizing, deleting, and purging Orders.

Edit Product Encrypted Property

Editing the encrypted values of Protected Properties for Products.

When this Permission is selected, its child Permission, the View Product Encrypted Property Permission, is automatically selected.

View Product Encrypted Property

Viewing the encrypted values of Protected Properties for Products.

Manage Products

Creating, editing, categorizing, deleting, and purging Products.

Edit Offer Encrypted Property

Editing the encrypted values of Protected Properties for Offers.

When this Permission is selected, its child Permission, View Offer Encrypted Property, is automatically selected.

View Offer Encrypted Property

Viewing the encrypted values of Protected Properties for Offers.

Manage Offers

Creating, editing, categorizing, copying, sharing, deleting, and purging Offers, and inserting Offers in Mailers.

Edit Mailing List Encrypted Property

Editing the encrypted values of Protected Properties for Mailing Lists.

When this Permission is selected, its child Permission, View Mailing List Encrypted Property, is automatically selected.

View Mailing List Encrypted Property

Viewing the encrypted values of Protected Properties for Mailing Lists.

Manage Mailing List

Creating, editing, categorizing, copying, sharing, deleting, and purging Mailing Lists.

Use Media Chat

Enables Users to work in the Chat Workspace. Chat requests are routed only to Users who have this Permission. These Users can work with chat sessions, and log Interactions.

Use Media Fax

Handling Incoming and Outgoing Fax messages (provided Fax has been integrated with Talisma using SDK).

Use Media In Person

Handling Incoming and Outgoing messages received from, and sent to customers in person (provided the In Person Medium has been configured in Talisma using SDK).

Use Media Letter

Handling Incoming and Outgoing messages received from and sent to customers by ordinary mail (provided the Letter Medium has been configured in Talisma using SDK).

Use Media Phone

Handling Incoming and Outgoing Phone messages from Talisma Phone Workspace.

Use Media SMS

This Permission does not affect SMS functionality in Talisma. Selecting this Permission or clearing its selection does not change the way the SMS feature works in Talisma.

Use Media VoIP

Handling Incoming and Outgoing VoIP messages (provided VoIP has been integrated with Talisma using SDK).

Use Media Portal

Copy <Team Custom Object> Item View

Copying the User Preferences pane of the Team Custom Object window to other Users.

Customize <Team Custom Object> Windows

Modifying the User Preferences pane of the Team Custom Object window.

Manage Team <custom Object>

Selecting this Permission enables you to perform all <Team custom Object> related tasks.

When this Permission is selected, all its child Permissions, are automatically selected.

Assign/Transfer <Team custom Object>

Assigning <Team custom Object> items to other Users in the Team or to oneself. Transferring <Team custom Object> items to other Users.

Create <Team custom Object>

Creating <Team custom Object> items.

When this Permission is selected, its child Permission, Edit <Team custom Object>, is automatically selected.

Edit <Team custom Object>

Editing and categorizing <Team custom Object> items.

Delete/Undelete <Team custom Object>

Deleting <Team custom Object> items in the Trash Can Workspace, and restoring deleted <Team custom Object> items from the Trash Can Workspace.

Edit <Team custom Object> Encrypted Property

Editing the encrypted values of Protected Properties for <Team custom Object> items.

When this Permission is selected, its child Permission, View <Team custom Object> Encrypted Property, is automatically selected.

View <Team custom Object> Encrypted Property

Viewing the encrypted values of Protected Properties for <Team custom Object> items.

Manage <Team custom Object> Categories

Creating, renaming, sharing, and deleting <Team custom Object> Categories, and specifying names of <Team custom Object> Categories in multiple languages.

In the Category Manager, if a Team is selected in which the logged in User does not have this Permission, this Team custom Object is not listed in the Object list.

Note

The Manage <Team custom Object> Categories Permission is available only if the Object has been configured for categorization.

Merge <Team custom Object>

Merging two <Team custom Object> items.

Purge <Team custom Object>

Permanently removing deleted <Team custom Object> items from the Trash Can Workspace.

Copy <Shared custom Object> Item View

Copying the User Preferences pane of the Shared custom Object window to other Users.

Customize <Shared custom Object> Windows

Modifying the User Preferences pane of the Shared custom Object window.

Manage <Shared custom Object>

Selecting this Permission enables you to perform all <Shared custom Object> related tasks.

When this Permission is selected, all its child Permissions, are automatically selected.

Create <Shared custom Object>

Creating <Shared custom Object> items.

When this Permission is selected, its child Permissions, Edit <Shared custom Object> and Share <Shared custom Object>, are automatically selected.

Edit <Shared custom Object>

Editing and categorizing <Shared custom Object> items.

Share <Shared custom Object>

Sharing <Shared custom Object> items with other Teams.

Delete/Undelete <Shared custom Object>

Deleting <Shared custom Object> items in the Trash Can Workspace, and restoring deleted <Shared custom Object> items from the Trash Can Workspace.

Edit <Shared custom Object> Encrypted Property

Editing the encrypted values of Protected Properties for <Shared custom Object> items.

When this Permission is selected, its child Permission, View <Shared custom Object> Encrypted Property, is automatically selected.

View <Shared custom Object> Encrypted Property

Viewing the encrypted values of Protected Properties for <Shared custom Object> items.

Manage <Shared custom Object> Categories

Creating, renaming, sharing, and deleting <Shared custom Object> Categories, and specifying names of <Shared custom Object> Categories in multiple languages.

In the Category Manager, if a Team is selected in which the logged in User does not have this Permission, this Shared custom Object is not listed in the Object list.

Note

The Manage <Shared custom Object> Categories Permission is available only if the Object has been configured for categorization.

Merge <Shared custom Object>

Merging two <Shared custom Object> items.

Purge <Shared custom Object>

Deleting <Shared custom Object> items permanently from the Trash Can Workspace.

Copy <Team Object> Item View

Copying the User Preferences pane of the Team Object window to other Users.

Customize <Team Object> Windows

Modifying the User Preferences pane of the Team Object window.

Manage <Team Object>

Selecting this Permission enables you to perform all tasks related to managing <Team Object> items.

Note

When this Permission is selected, all its child Permissions are automatically selected.

Create <Team Object>

Creating <Team Object> items.

Note

When this Permission is selected, its child Permission, Edit <Team Object>, is automatically selected.

Edit <Team Object>

Editing and categorizing <Team Object> items.

Delete/Undelete <Team Object>

Deleting <Team Object> items in the Trash Can Workspace, and restoring deleted <Team Object> items from the Trash Can Workspace.

Edit <Team Object>

Encrypted Property

Editing the encrypted values of Protected Properties for <Team Object> items.

Note

When this Permission is selected, its child Permission, View <Team Object> Encrypted Property, is automatically selected.

View <Team Object> Encrypted Property

Viewing the encrypted values of Protected Properties for <Team Object> items.

Manage <Team Object> Categories

Creating, renaming, sharing, and deleting <Team Object> Categories, and specifying name of <Team Object> Categories in multiple languages. Only Users with this Permission can view this Team Object in the Object list of the Category Manager.

Note

The Manage <Team Object> Categories Permission is available only if the Team Object has been configured for categorization.

Mark/Unmark Lead as Duplicate

Selecting this Permission enables you to mark, or unmark the Lead as duplicate.

Merge Lead

Merging two Leads.

Purge <Team Object>

Permanently removing deleted <Team Object> items from the Trash Can Workspace.

Transfer/Assign <Team Object>

Assigning <Team Object> items to other Users in the Team or to oneself, and transferring <Team Object> items to other Users.

Manage Lead Distribution

Suspending a User from Lead distribution when the suspension is performed from Talisma Client

Note

This Permission is not required to suspend a User when the suspension is performed from Talisma Business Administrator.

Manage Link

Selecting this Permission enables you to perform all Link related tasks.

Note

When this Permission is selected, its child Permissions are automatically selected.

Create Link

Creating Links in the Chat Workspace.

Note

When this Permission is selected, its child Permissions, Edit Link and Share Link, are automatically selected.

Edit Link

Editing Links in the Chat Workspace.

Share Link

Sharing Links created in the Chat Workspace with other Teams.

Delete/Undelete Link

Deleting and restoring deleted Links in the Chat Workspace.

Edit Link Encrypted Property

Editing the encrypted values of Protected Properties for Links created from the Chat Workspace.

Note

When this Permission is selected, its child Permission, the View Link Encrypted Property Permission, is automatically selected.

View Link Encrypted Property

Viewing the encrypted values of Protected Properties for Links in the Chat Workspace.

Manage Link Categories

Creating, renaming, sharing, and deleting Link Categories, and specifying names of Link Categories in multiple languages.

In the Category Manager, if a Team is selected in which the logged in User does not have this Permission, the Link Object is not listed in the Object list.

Purge Link

Permanently removing deleted Links from the Chat Workspace.

Manage Print Template

Selecting this Permission enables you to perform all Print Template related tasks.

When this Permission is selected, its child Permissions are automatically selected.

Create Print Template

Creating Print Templates.

When this Permission is selected, its child Permissions, the Edit Print Template, and Share Print Template Permissions, are automatically selected.

Edit Print Template

Editing Print Templates.

Share Print Template

Sharing Print Templates.

Delete/Undelete Print Template

Deleting Print Templates in the Trash Can Workspace, and restoring deleted Print Templates from the Trash Can Workspace.

Edit Print Template Encrypted Property

Editing the encrypted values of Protected Properties for Print Templates.

When this Permission is selected, its child Permission, the View Print Template Encrypted Property Permission, is automatically selected.

View Print Template Encrypted Property

Viewing the encrypted values of Protected Properties for Print Templates.

Manage Print Template Categories

Creating, renaming, sharing, and deleting Print Template Categories, and specifying names of Print Template Categories in multiple languages.

In the Category Manager, if a Team is selected in which the logged in User does not have this Permission, the Print Template Object is not listed in the Object list.

Purge Print Template

Permanently removing deleted Print Templates from the Trash Can Workspace.

Manage Application

Selecting this Permission enables you to perform all Application related tasks.

When this Permission is selected, all its child Permissions are automatically selected.

Create Application

Creating Applications.

When this Permission is selected, its child Permission, Edit Application, is automatically selected.

Edit Application

Editing Applications.

Delete/Undelete Application

Deleting Applications in the Trash Can Workspace, and restoring deleted Applications from the Trash Can Workspace.

Edit Application Encrypted Property

Editing the encrypted values of Protected Properties for Applications.

When this Permission is selected, its child Permission, View Application Encrypted Property, is automatically selected.

View Application Encrypted Property

Viewing the encrypted values of Protected Properties for Applications.

Manage Application Categories

Creating, renaming, sharing, and deleting Application Categories, and specifying names of Application Categories in multiple languages.

In the Category Manager, if a Team is selected in which the logged in User does not have this Permission, the Application Object is not listed in the Object list.

Purge Application

Permanently removing deleted Applications from the Trash Can Workspace.

Transfer/Assign Application

To transfer, or assign an Application to another User or Team in Talisma.

Manage Recommendation

Selecting this Permission enables you to perform all Recommendation related tasks.

When this Permission is selected, all its child Permissions are automatically selected.

Create Recommendation

Creating Recommendations.

When this Permission is selected, its child Permission, Edit Recommendation, is automatically selected.

Edit Recommendation

Editing Recommendations.

Delete/Undelete Recommendation

Deleting Recommendations in the Trash Can Workspace, and restoring deleted Recommendations from the Trash Can Workspace.

Edit Recommendation Encrypted Property

Editing the encrypted values of Protected Properties for Recommendations.

When this Permission is selected, its child Permission, View Recommendation Encrypted Property, is automatically selected.

View Recommendation Encrypted Property

Viewing the encrypted values of Protected Properties for Recommendations.

Manage Recommendation Categories

Creating, renaming, sharing, and deleting Recommendations Categories, and specifying names of Recommendation Categories in multiple languages.

In the Category Manager, if a Team is selected in which the logged in User does not have this Permission, the Recommendation Object is not listed in the Object list.

Purge Recommendation

Permanently removing deleted Recommendations from the Trash Can Workspace.

Transfer/Assign Recommendation

To transfer, or assign an Recommendation to another User or Team in Talisma.