System Record Rights

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This section lists and explains the rights you can assign to system record types in TeamConnect.

Some of these rights also apply to TeamConnect Projects (custom record types).

Note: For more information on Projects, see Custom Record Rights.

Account Rights

You must assign the appropriate rights for viewing and working with financial Account records, as explained in the following tables:

The Basic Rights to Account table explains basic rights you can assign, allowing access to financial accounts, for example, View Account records and Edit Account records.
The Additional Rights to Account table explains rights you can assign, allowing access to additional pages that are part of a financial account, for example, View Account security and Create Account security.

Basic Account Rights

One or more basic account rights is required to view or work with financial accounts.

Basic Rights to Account

Right	Description	Prerequisite Rights	Pages
View Account records	Allows groups to search for, print, and see existing Accounts.	None	Accounts list Advanced Account Search Account record > General Posting Criteria Workflow Child Accounts
Edit Account records	Allows groups to change existing Accounts.	View Account records	Same as for View Account records
Create Account records	Allows groups to create and print new Accounts. These groups can also create a copy of the current record. Note: To select a parent Account or create child Accounts, groups must be able to view the appropriate Accounts. To set any Account's posting criteria, groups must be able to view the appropriate: Contacts Projects and their categories Expenses, Tasks, and their categories	View Account records	Same as for View Account records
Delete Account records	Allows groups to delete existing Accounts.	View Account records	Same as for View Account records
Mass edit Account records	Allows groups to mass edit existing Accounts.	View Account records Edit Account records	Mass Edit page

Additional Account Rights

After you give groups one or more of the basic rights, additional rights and operations may become available to them, which were not accessible before. They also need to view pages where the operations are available. These Account rights enable a group to view the following additional TeamConnect pages:

Account record > Security
Account record > Transactions

The following table explains these additional group rights to Account:

Additional Rights to Account

Right	Description	Prerequisite Rights			Pages
Right	Description	View Account Records	Edit Account Records	Additional	Pages
View Account all categories	Allows groups to see existing Account categories and set one category as the default.	X		None	Account record > Categories
Add Account all categories	Allows groups to add categories to Accounts.			None
Delete Account all categories	Allows groups to delete categories from Accounts.	X	X	View Account all categories
View Account all custom fields	Allows groups to see all the custom fields of Accounts. Note: To work with any custom field, groups must be able to view the field's category and its parents. To see custom fields in a Project, groups must be able to view the Project.	X		View Account all categories	As customized by design
Edit Account all custom fields	Allows groups to change custom fields in Accounts.	X	X	View Account all custom fields	As customized by design
View Account security	Allows groups to see security access information for Accounts.	X		None	Account record > Security
Edit Account security	Allows groups to change security settings for individual accounts. Note: Before you can enable security editing for a group and its users, the group must be able to view the appropriate Contacts.	X	X	View Account security	Account record > Security
View Account all transactions	Allows groups to see the transactions already posted to any Account. Note: To see transactions, groups must be able to view the appropriate Invoice Line Items, Expenses, and Tasks. Otherwise, these elements are displayed as "SECURED."	X		None	Account record > Transactions
Create Account all transactions	Allows groups to create and post transactions to an Account.	X		None	Account record > Transactions

Appointment Rights

You must assign the appropriate rights for viewing and working with appointments, as explained in the following tables:

The Basic Appointment Rights table explains basic rights you can assign to work with calendar Appointments, for example, View Appointment records and Edit Appointment records.
The Additional Appointment Rights table explains rights you can assign to work with additional pages that are part of a calendar appointment, for example, View Appointment security and Edit Appointment security.

Basic Appointment Rights

One or more basic appointment rights is required to view or work with appointments. The following table explains the basic rights to Appointment:

Basic Rights to Appointment

Right	Description	Prerequisite Rights	Pages
View Appointment records	Allows groups to search for, print, and see existing Appointments. Note: To view Appointments associated with Projects, groups must be able to see the appropriate Projects. Viewing rights also provide access to the Calendar view, which is one of the Appointment search views. To create Appointments with the Calendar view, groups need the Create Appointment records right to the appropriate Appointments.	None	Appointments list Advanced Appointment Search Appointment record > General Attendees Workflow
Edit Appointment records	Allows groups to change existing Appointments.	View Appointment records	Same as for View Appointment records
Create Appointment records	Allows groups to create and print Appointments. These groups can also create a copy of the current record. Note: To create appointments associated with Project records, groups must be able to view the appropriate Projects.	View Appointment records	Same as for View Appointment records
Delete Appointment records	Allows groups to delete existing Appointments.	View Appointment records	Same as for View Appointment records
Mass edit Appointment records	Allows groups to mass edit existing Appointments.	View Appointment records Edit Appointment records	Mass Edit page

Additional Appointment Rights

There are additional appointment record pages that are available. Generally, access to these additional pages requires the assignment of the View Appointment records and/or Edit Appointment records rights.

Appointment record > Attendees
Appointment record > Resources
Appointments list > Scheduler
Appointment record > Security

The following table explains these rights to additional appointment pages:

Additional Rights to Appointment

Right	Description	Prerequisite Rights			Pages
Right	Description	View Appointment records	Edit Appointment records	Additional	Pages
Add Appointment attendees	Allows groups to add attendees to Appointments. Note: To view and add attendees, groups must be able to view the appropriate Contacts.	X	X	None	Appointment record > Attendees
Edit Appointment attendees	Allows groups to change an attendee's information.	X	X	None
Delete Appointment attendees	Allows groups to remove attendees from Appointments.	X	X	None
View Appointment all categories	Allows groups to see existing Appointment categories and set one of them as the default.	X		None	Appointment record > Categories
Create Appointment all categories	Allows groups to add categories to Appointments.	X	X	View Appointment all categories
Delete Appointment all categories	Allows groups to remove categories from Appointments.	X	X	View Appointment all categories
View Appointment all custom fields	Allows groups to see custom fields of Appointments. Note: To work with a custom field, groups must be able to view its associated category and the category's parents. To see custom fields in Project, groups must have be able to view the appropriate Projects.	X		None	As customized by design
Edit Appointment all custom fields	Allows groups to change custom fields of Appointments.	X	X	View Appointment all custom fields	As customized by design
View Appointment resources	Allows groups to see existing resources for Appointments.	X		None	Appointment record > Resources
Edit Appointment resources	Allows groups to change resource information.	X	X	View Appointment resources
Create Appointment resources	Allows groups to add resources to Appointments.	X	X	View Appointment resources
Delete Appointment resources	Allows groups to remove resources from Appointments.	X	X	View Appointment resources
Scheduler Tool	Allows groups to create Appointments with the Scheduler Tool.	X	X	None	Appointments list > Scheduler
View Appointment security	Allows groups to see the security access for Appointments.	X		None	Appointment record > Security
Edit Appointment security	Allows groups to change the security for Appointments. Note: To set security for groups and users, the group must be able to view the appropriate Contacts.	X	X	View Appointment security	Appointment record > Security

Contact and Address Book Rights

You must assign the appropriate rights for viewing and working with contacts, as explained in the following tables:

The Basic Rights for Contacts table explains basic rights you can assign to work with contacts, for example, View Contact records and Edit Contact records.
The Additional Rights to Contacts table explains rights you can assign to work with additional pages that are part of a contact, for example, View Contact security and Edit Contact security.

Basic Contact and Address Book Rights

One or more basic contact rights is required to view or work with contacts and address books. The following table explains the basic rights for working with contacts:

Basic Rights for Contacts

Right	Description	Prerequisite Rights	Pages
View Contact records	Allows users to search for and view existing Contacts. Also allows users to view, edit (name and change public vs. private status), create, and delete address books.	None	Contacts list page Advanced Contact Search page Contact record > General page > Address section Phone section Fax section Email section Internet Address section Workflow page
Edit Contact records	Allows users to change existing Contacts. Also allows users to add or remove contacts from address books.	View Contact records	Same as for View Contact records
Create Contact records	Allows users to create new Contacts. To specify a company, users must also have the Read right to Contact. This right also determines whether users can add contacts in the Search Module window.	View Contact records	Same as for View Contact records
Delete Contact records	Allows users to delete existing Contacts.	View Contact records	Same as for View Contact records
Mass edit Contact records	Allows groups to mass edit existing Contacts.	View Contact records Edit Contact records	Mass Edit page

Additional Contact Rights

There are additional contact record pages that are available. Generally, access to these additional pages requires the assignment of the View Contact records and Edit Contact records rights.

Contact record > Categories
Contact record > Rates
Contact record > Relations
Contact record > Security
Contact record > Skills
Contact record > Territories

The following table explains these rights to additional contact pages:

Additional Rights to Contacts

Right	Description	Prerequisite Rights			Pages
Right	Description	View Contact records	Edit Contact records	Additional	Pages
View Contact all categories	Allows users to view existing contact categories and set one of them as default.	x			Contact record > Categories
Add Contact all categories	Allows users to add categories to contacts.	x	x	View Contact all categories
Remove Contact all categories	Allows users to delete categories from contacts.	x	x	View Contact all categories
View Contact all custom fields	Allows users to view custom fields of contacts. To work with custom fields, users must have at least the Read right to the associated category and its parents. To see custom fields of type Custom Object, users must have at least the Read right to the custom object.	x			As customized by design
Edit Contact all custom fields	Allows users to change custom fields of contacts.	x	x	View Contact all custom fields	As customized by design
View Contact involved	Allows users to view a contact's involvement in various custom objects. To view a contact's involvement, users must have at least the Read right to custom objects. To view a contact's involved roles, users must have at least the Read right to the Involved object and its categories.	x		None	Contact record > Involved page
View Contact rates	Allows users to view assigned contact rates. Note: To see tasks for which rates are set, users must have at least the Read right to Task.	x		View Task Records	Contact record > Rates
Edit Contact rates	Allows users to update existing rate information for contacts.	x	x	View Contact rates
Create Contact rates	Allows users to add rates to contacts. Note: To add rates, the users must have at least the Read right to Task.	x	x	View Contact rates View Task Records
Delete Contact rates	Allows users to delete rates from contacts.	x	x	View Contact rates
View Contact relations	Allows users to view existing contact relations.	x			Contact record > Relations
Create Contact relations	Allows users to add relations to contacts.	x	x	View Contact relations
Delete Contact relations	Allows users to delete relations from contacts.	x	x	View Contact relations
View Contact security	Allows users to view security access for contacts.	x			Contact record > Security page
Edit Contact security	Allows users to change security for contacts.	x	x	View Contact security	Contact record > Security page
View Contact skills	Allows users to view existing contact skills.	x			Contact record > Skills page
Edit Contact skills	Allows users to update existing skill information for contacts.	x	x	View Contact skills
Create Contact skills	Allows users to add skills to contacts.	x	x	View Contact skills
Delete Contact skills	Allows users to delete skills from contacts.	x	x	View Contact skills
View Contact territories	Allows users to view existing contact territories.	x			Contact record > Territories page
Create Contact territories	Allows users to add territories to contacts.	x	x	View Contact territories
Delete Contact territories	Allows users to delete territories from contacts.	x	x	View Contact territories

Document Rights

Documents in TeamConnect are unique record types. A document uploaded to TeamConnect is a record and can be accessed from the Documents tab. In addition, documents can be associated with other record types from a different record's Documents page. For example, if you assign rights to Create Contact records and Create Document records, then group members can upload documents from a contact's Documents page.

You must assign the appropriate rights to work with documents, as explained in the following tables:

The Basic Rights to Document table explains basic rights you can assign to work with documents, for example, View Document records and Edit Document records.
The Additional Rights to Document table explains rights you can assign to work with additional pages related to documents, for example, View Document security and Edit Document security.

Basic Document Rights

One or more basic document rights is required to view or work with documents.

Note: Whereas other record types have multiple pages associated with each record, documents behave differently. From the Documents List page, when a document's Properties icon is clicked, a list of property pages associated with that document opens. Document property pages associated with basic document rights include General, and Workflow pages.

The following table explains the basic rights to Document:

Basic Rights to Document

Right	Description	Prerequisite Rights	Pages
View Document records	Allows groups to search for, view, print, and share existing Documents, as well as search for and view folders. Note: For a group member to be able to access its own Document folder or other contact folders, the group member must be able to view the appropriate Contacts.	None	Documents list Advanced Document Search Document Properties > General Workflow
Edit Document records	Allows groups to check out and check in Documents.	View Document records	Same as for View Document records
Create Document records	Allows groups to upload new Documents, as well as to create folders, links, and shortcuts to Documents. Note: To specify the author of a Document, groups must be able to view the appropriate Contact.	View Document records	Same as for View Document records
Delete Document records	Allows groups to delete existing Documents or move them to another location in the Documents area. Note: To move Documents, a group must also have the Create Document records right.	View Document records	Same as for View Document records
Mass edit Document records	Allows groups to mass edit existing	View Document records Edit Document records	Mass Edit page

Additional Document Rights

There are additional Document Property pages that are available. Generally, access to these additional pages requires the assignment of the View Document records and Edit Document records rights. These Document rights enable a group to view the following additional property pages, email folders, and email messages:

Document Properties > Categories
Document Properties > Security
Document Properties > Versions
Email Folder
Email record

Note: E-mail features and rights are only available with TeamConnect Projects. For more information on Projects, see Custom Record Rights. If the TeamConnect IMAP Server is set up and active, you must enable appropriate rights to groups to work with e-mail (treated as documents in TeamConnect).

The following table explains these additional group rights to documents:

Additional Rights to Document

Right	Description	Prerequisite Rights			Pages
Right	Description	View Document records	Edit Document records	Additional	Pages
View Document all categories	Allows groups to view existing Document categories and set one of them as the default.	X		None	Document Properties > Categories
Create Document all categories	Allows groups to add categories to Documents.	X	X	View Document all categories
Delete Document all categories	Allows groups to remove categories from Documents.	X	X	View Document all categories
View Document all custom fields	Allows groups to view custom fields of Documents. Note: To work with any custom field, groups must be able to view the field's category and its parents. To see custom fields in a Project, groups must be able to view the Project.	X		None	As customized by design
Edit Document all custom fields	Allows groups to change custom fields of Documents.	X	X	View Document all custom fields	As customized by design
Generate New XML Based Document	Allows groups to create a new XML Document from an existing template. Note: To generate a Document, a group needs to be able to view the appropriate Documents list. However, to save a generated Document, the group also needs the ability to create Documents in that list.	X		None
View Document security	Allows groups to view security access for Documents.	X		None	Document Properties > Security
Edit Document security	Allows groups to change security for Documents. Note: Before you can enable security editing for a group and its users, the group must be able to view the appropriate Contacts.	X	X	View Document security	Document Properties > Security
View Document versions	Allows groups to view the version history of Documents. Note: To generate a version history of Documents, a group must enable the Version Control feature, using the system settings.	X		None	Document Properties > Versions
Revert Document versions	Allows groups to remove the current most recent version of a Document and save the previous version as most recent.	X	X	View Document versions	Document Properties > Versions
View email	Allows groups to search for and view email in TeamConnect.	X		View Project records	Documents list > Email Folder
Move email from non TeamConnect-IMAP folder to TeamConnect-IMAP folder	Allows groups to move e-mail messages from an email client's non TeamConnect-IMAP folder to a TeamConnect-IMAP folder.		X	Create Document records View Project records Edit Project records	Documents list > Email Folder
Move email between TeamConnect- IMAP folders	Allows groups to move email messages between an email client's TeamConnect-IMAP folders.	X	X	Create Document records Delete Document records View Project records Edit Project records	Documents list > Email Folder
Delete email	Allows groups to delete IMAP email messages (for email clients and TeamConnect).	X		Delete Document records View Project records Edit Project records	Email record
Change email attributes (priority, read/unread)	Allows groups to change email message attributes (for email clients).			Create Document records View Project records Edit Project records	Email record
Add TeamConnect-IMAP subfolder	Allows groups to create TeamConnect-IMAP subfolders (for email clients).			Create Document records View Project records Edit Project records	Documents list
Rename/Delete TeamConnect-IMAP subfolder	Allows groups to delete TeamConnect-IMAP subfolders (for email clients and TeamConnect).	X	X	Delete Document records View Project records Edit Project records	Documents list
Add TeamConnect-IMAP subfolder	Allows groups to create TeamConnect-IMAP subfolders (for e-mail clients).			Create Document records View Project records Edit Project records	Documents list
Rename/Delete TeamConnect-IMAP subfolder	Allows groups to delete TeamConnect-IMAP subfolders (for e-mail clients and TeamConnect).	X	X	Delete Document records View Project records Edit Project records	Documents list

Expense Rights

You must assign the appropriate rights for viewing and working with expense records, as explained in the following tables:

The Basic Rights to Expense table explains basic rights to work with budget Expenses, for example, View Expense records and Edit Expense records.
The Additional Rights to Expense table explains rights to work with additional pages that are part of an expense, for example, View Expense security and Edit Expense security.

Basic Expense Rights

One or more basic expense rights is required to view or work with expenses. The following table explains the basic rights to expenses:

Basic Rights to Expense

Right	Description	Prerequisite Rights	Pages
View Expense records	Allows groups to search for and view existing Expenses.	None	Expenses list Advanced Expense Search Expense record > General Transactions Workflow
Edit Expense records	Allows groups to change existing Expenses.	View Expense records	Same as for View Expense records
Create Expense records	Allows groups to create and print expenses. These groups can also create a copy of the current record. Also allows usage of the Expense Entry Tool. To be able to associate expenses with a specific Project and Contacts, groups must be able to view the Project and appropriate Contacts.	View Expense records	Same as for View Expense records
Delete Expense records	Allows groups to delete existing Expenses.	View Expense records	Same as for View Expense records
Mass edit	Allows groups to mass edit existing	View Expense records Edit Expense records	Mass Edit page

Additional Expense Rights

There are additional expense record pages that are available. Generally, access to these additional pages requires the assignment of the View Expense records and Edit Expense records rights. These Expense rights enable a group to view the following additional expense pages:

Expense record > Categories
Expense record > Security

The following table explains these additional group rights to expenses:

Additional Rights to Expense

Right	Description	Prerequisite Rights			Pages
Right	Description	View Expense records	Edit Expense records	Additional	Pages
Post	Allows groups to post Expenses to accounts. From any page of an open expense, a Post button becomes available unless the expense has posted.	X	X	None
Void	Allows groups to void Expenses from accounts. From any page of an open expense, a Void button becomes available unless the expense has not posted.	X	X	None
View Expense all categories	Allows groups to view existing Expense categories and set one of them as the default.	X		None	Expense record > Categories
Create Expense all categories	Allows groups to add categories to Expenses.	X	X	View Expense all categories
Delete Expense all categories	Allows groups to remove categories from Expenses.	X	X	View Expense all categories
View Expense all custom fields	Allows groups to view custom fields of Expenses. Note: To work with any custom field, groups must be able to view the field's category and its parents. To see custom fields in a Project, groups must be able to view the Project.	X		None	As customized by design
Edit Expense all custom fields	Allows groups to change custom fields of Expenses.	X	X	View Expense all custom fields
View Expense security	Allows groups to view security access for Expenses.	X		None	Expense record > Security
Edit Expense security	Allows groups to change security for expenses. Note: Before you can enable security editing for a group and its users, the group must be able to view the appropriate Contacts.	X	X	View Expense security
Expense Entry Tool	Tool to add, post, and delete multiple expenses in batch.	X	X	Create Expense records Post (Expenses) Delete Expense records	Expense Entry Tool

History Rights

History records in TeamConnect are unique record types. A history in TeamConnect is a record and can be accessed from the All Services tab, History link. In addition, histories can be associated with other record types from a different record's History page. For example, if you assign rights to Create Contact records and Create History records, then group members can create a history from a contact's History page.

You must assign appropriate rights to enable viewing or working with History records, as explained in the following tables:

The Basic Rights to History table explains basic rights you can assign to work with History records, for example, View History records and Edit History records.
The Additional Rights to History table explains rights you can assign to work with additional pages that are part of a history record, for example, View History security and Edit History security.

Basic History Rights

One or more basic history rights is required to view or work with history records. The following table explains the basic rights to history records:

Basic Rights to History

Right	Description	Prerequisite Rights	Pages
View History records	Allows groups to search for, print, and see existing History entries. Note: Because History entries can be created only from within records, groups must be able to view the appropriate records. Also, it is possible for users to search and view history records that are associated with another record type the user does not have access rights for. For example, if a user does not have rights to expense records, they can still search and view history records associated with expenses.	None	Histories list Advanced History Search History record > General Workflow
Edit History records	Allows groups to change existing History entries.	View History records	Same as for View History records
Create History records	Allows groups to create and print new History entries. These groups can also create a copy of the current record. Note: Because History entries can be created only from within records, groups must be able to view the appropriate records.	View History records	Same as for View History records
Delete History records	Allows groups to remove existing History entries.	View History records	Same as for View History records
Mass edit History records	Allows groups to mass edit existing History entries.	View History records Edit History records	Mass Edit page

Additional History Rights

There are additional history record pages that are available. Generally, access to these additional pages requires the assignment of the View History records and Edit History records rights. These History rights enable a group to view the following additional expense pages:

History record > Categories
History record > Security

The following table explains these additional group rights to History:

Additional Rights to History

Right	Description	Prerequisite Rights			Pages
Right	Description	View History records	Edit History records	Additional	Pages
View History all categories	Allows groups to view the existing History categories and set one of them as the default.	X		None	Histories record > Categories
Create History all categories	Allows groups to add categories to History entries.	X	X	View History all categories
Delete History all categories	Allows groups to delete categories from History entries.	X	X	View History all categories
View History all custom fields	Allows groups to view custom fields of History entries. Note: To work with a custom field, groups must be able to view its category and the category's parents.	X		None	As customized by design
Edit History all custom fields	Allows groups to change custom fields of History entries.	X	X	View History all custom fields	As customized by design
View History security	Allows groups to view security access for History entries.	X		None	History record > Security
Edit History security	Allows groups to change security for History entries. Note: Before you can enable security editing for a group and its users, the group must be able to view the appropriate Contacts.	X	X	View History security	History record > Security

Invoice Rights

You must assign the appropriate rights to enable viewing and working with invoices, as explained in the following tables:

The Basic Rights to Invoice table explains basic rights to work with invoices, for example, View Invoice records and Edit Invoice records.
The Additional Rights to Invoice explains rights you can assign to work with additional pages that are part of a invoice, for example, View Invoice security and Edit Invoice security.

Invoice rights include rights to Invoice line items.

Basic Invoice Rights

One or more basic invoice rights is required to view or work with invoices. The following table explains the basic rights to Invoice:

Basic Rights to Invoice

Right	Description	Prerequisite Rights	Pages
View Invoice records	Allows groups to search for, print, and view existing Invoices. Note: To be able to view a specific vendor, groups must be able to view the appropriate Contacts.	None	Invoices list Advanced Invoice Search Invoice record > General Transactions Workflow Versions
Edit Invoice records	Allows groups to change existing Invoices.	View Invoice records	Same as for View Invoice records
Create Invoice records	Allows groups to create and print new Invoices. These groups can also create a copy of the current record. Note: To be able to select a specific vendor, groups must be able to view the Contact.	View Invoice records	Same as for View Invoice records
Delete Invoice records	Allows groups to delete existing Invoices.	View Invoice records	Same as for View Invoice records
Mass edit Invoice records	Allows groups to mass edit existing Invoices.	View Invoice records Edit Invoice records	Mass Edit page

Additional Invoice Rights

After you give groups one or more of the basic rights, additional rights and operations may become available to them, which were not accessible before. They also need to view pages where the operations are available. These Invoice rights enable a group to view the following additional TeamConnect pages:

Invoices record > Categories page
Invoice record > General page > Line Items section
Invoice record > Security page

The following table explains these additional rights to invoices:

Additional Rights to Invoice

Right	Description	Prerequisite Rights			Pages
Right	Description	View Invoice records	Edit Invoice records	Additional	Pages
Post	Allows groups to post Invoices to accounts. From any page of an open invoice, a Post button becomes available unless the invoice has posted.	X	X	None
Void	Allows groups to void Invoices from accounts. From any page of an open invoice, a Void button becomes available unless the invoice has not posted.	X	X	None
View Invoice all categories	Allows groups to view the existing Invoice categories and set one of them as the default.	X		None	Invoices record > Categories
Create Invoice all categories	Allows groups to add categories to Invoices.	X	X	View Invoice all categories
Delete Invoice all categories	Allows groups to remove categories from Invoices.	X	X	View Invoice all categories
View Invoice all custom fields	Allows groups to view custom fields of Invoices. Note: To work with a custom field, groups must be able to view its category and the category's parents. To see the custom fields in a Project, groups must be able to view the Project.	X		None	As customized by design
Edit Invoice all custom fields	Allows groups to change custom fields of Invoices.	X	X	View Invoice all custom fields	As customized by design
View Line Item Records	Allows groups to view Invoice line items.	X		None	Invoice record > General page >
Edit Line Item Records	Allows groups to change Invoice line items. Note: Because Invoice Line Items are associated with Projects, Task Categories, Expense Categories and Contacts, groups must be able to view these four items.	X	X	View Line Item Records	Line Items section
Create Line Item Records	Allows groups to add line items to Invoices. Note: Because Invoice Line Items are associated with Projects, Task Categories, Expense Categories and Contacts, groups must be able to view these four items.	X	X	View Line Item Records
Delete Line Item Records	Allows groups to remove line items from Invoices.	X	X	View Line Item Records
View Line Item all categories	Allows groups to view the existing Invoice line item categories and set one of them as the default.	X		None	Line Item record > Categories
Create Line Item all categories	Allows groups to add categories to Invoice line items.	X	X	View Line Item records View Line Item all categories
Delete Line Item all categories	Allows groups to remove categories from Invoice line items.	X	X	View Line Item records View Line Item all categories
View Line Item all custom fields	Allows groups to view custom fields of Invoice line items. Note: To work with a custom field, groups must be able to view its category and the category's parents. To see the custom fields in a Project, groups must be able to view the Project.	X		None	As customized by design
Edit Line Item all custom fields	Allows groups to change custom fields of Invoice line items.	X	X	View Line Item records View Line Item all categories View Line Item all custom fields	As customized by design
View Invoice security	Allows groups to view security access for Invoices.	X		None	Invoice record > Security
Edit Invoice security	Allows groups to change security for Invoices. Note: Before you can enable security editing for individual invoices, the group must be able to view the appropriate Contacts.	X	X	View Invoice security	Invoice record > Security

Report Rights

You must assign the appropriate rights to enable viewing and working with Reports, as explained in the following table:

Report Rights

Right	Description	Prerequisite Rights	Pages
View Report records	Allows groups to view Report lists, Report folders, view the results of Report execution, and view Report properties.	None	Reports list Reports Chart View Reports Tabular View Report record > General Data Chart
Edit Report records	Allows groups to save changes to a Report and Report folders.	View Reports records	Same as for View Report records
Create Report records	Allows groups to create a new Report or Report folder.	View Reports records Edit Report records	Same as for View Report records
Delete Report Records	Allows groups to delete Reports and Report folders.	View Reports records Edit Report records Create Report records	Same as for View Report records
View Report security	Allows groups to view security access for Reports	View Reports records	Reports record > Security page
Edit Report security	Allows groups to change security for Reports.	View Reports records	Reports record > Security page

Task Rights

You must assign groups the appropriate rights to enable them to work with Task records, as explained in the following tables:

The Basic Rights to Task table explains basic rights you may assign a group to allow its members to work with Tasks, for example, View Task records and Edit Task records.
The Additional Rights to Task explains rights you must assign a group to allow its members to work with additional features that are part of a Task, for example, View Task security and Edit Task security.

Basic Task Rights

One or more basic task rights is required to view or work with tasks. The following table explains the basic rights to Task:

Basic Rights to Task

Right	Description	Prerequisite Rights	Pages
View Task	Allows groups to search for, print, and see existing Tasks. Note: To view the projects and Contacts associated with tasks, groups must be able to see Contacts and Projects.	None	Tasks list Advanced Task Search Task record > General Transactions Workflow
Edit Task records	Allows groups to change existing Tasks.	View Task records	Same as for View Task records
Create Task records	Allows groups to create and print tasks. Also allows the usage of the Task Entry Tool. Note: To be able to use the Task Entry tool, groups must be able to view and edit rights to the appropriate Task categories. To be able to associate Tasks with specific Projects and Contacts, groups must be able to see Contacts and the appropriate Projects.	View Task records	Same as for View Task records
Delete Task records	Allows groups to delete existing Tasks.	View Task records	Same as for View Task records
Mass edit Task records	Allows groups to mass edit existing	View Task records Edit Task records	Mass Edit page

Additional Task Rights

After you give groups one or more of the basic rights, additional rights and operations may become available to them, which were not accessible before. They also need to view pages where the operations are available. These Task rights enable a group to view the following additional TeamConnect pages:

Task record > Assignees
Task record > Security

The following table explains these additional group rights to Task:

Additional Rights to Task

Right	Description	Prerequisite Rights			Pages
Right	Description	View Task records	Edit Task records	Additional	Pages
Post	Allows groups to post Tasks to accounts. From any page of an open task, a Post button becomes available unless the task has posted.	X	X	None
Void	Allows groups to void Tasks from accounts. From any page of an open task, a Void button becomes available unless the task has not posted.	X	X	None
View Task Assignees	Allows groups to view the list of past and current Task assignees. Note: To view Task assignees, groups must be able to see Contacts.	X		None	Task record > General page > Assignment History section
Assign Task	Allows groups to reassign Tasks to another group. Note: To view Task assignees, groups must be able to see Contacts.	X	X	View Task Assignees
View Task all categories	Allows groups to view the current default Task category.	X		None	Task record > Categories
Create Task all categories	Allows groups to add categories to Tasks.	X	X	View Task all categories
Delete Task all categories	Allows groups to delete categories from Tasks.	X	X	View Task all categories
View Task all custom fields	Allows groups to see custom fields of Tasks. Note: To work with a custom field, groups must be able to view its category and the category's parents. To see the custom fields in a Project, groups must be able to view the Project.	X		None	As customized by design
Edit Task all custom fields	Allows groups to change custom fields of Tasks.	X	X	View Task all custom fields	As customized by design
View Task security	Allows groups to view security access for Tasks.	X		None	Task record > Security page
Edit Task security	Allows groups to change security for Tasks. Note: Before you can enable security editing for a group and its users, the group must be able to view the appropriate Contacts.	X	X	View Task security	Task record > Security page
Task Entry Tool	Tool to add, post, and delete multiple tasks in batch.	X	X	Create Task records Delete Task records Post (Tasks)	Task Entry Tool