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Add Specific Permission for Note Template Access in Activity Timeline Administration

Related products:CS Rules Engine
  • September 28, 2023
  • 1 reply
  • 26 views

TMaier
  • Helper ⭐️
  • 177 replies

Hello! I’m working my way through a review of the permissions bundles here and hit a snag in the Timeline Admin area. I’d like to allow select users to edit the Note Templates because updates to those are relatively frequent and better handled by those closest to the CSM work, but it seems that the only way to enable that access is by adding permission to the Timeline admin as a whole.

 

There is a LOT in that area that I’m not comfortable opening up to a non-admin - specifically I’m thinking about integrations settings, Activity Type config, field-level stuff, etc.

 

If we could allow access to ONLY the Note Templates section via a discrete permission in the Permissions Bundles, that would allow me to crowdsource the upkeep on these note templates safely without any concerns that someone might change something in the more sensitive areas of the administration pages.

1 reply

dayn.johnson
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  • 655 replies
  • September 29, 2023
TMaier wrote:

...

If we could allow access to ONLY the Note Templates section via a discrete permission in the Permissions Bundles, that would allow me to crowdsource the upkeep on these note templates safely without any concerns that someone might change something in the more sensitive areas of the administration pages.

 

👆 THIS!

 

I used to (over a decade ago) be an admin for a Thoroughbred horse farm management software installation in my IT admin role, and that software (developed in the mid 00’s) had a VERY detailed permissions level, with the ability to assign super admins, admins, users, viewers, etc. -- and then assign custom permissions for any and all of those users on an individual level with a simple checkbox (with each permission stating explicitly what it controlled).

 

Would something like this be feasible here, so that individual CSMs could be allowed to have minimal, specific admin-oriented permissions on a case-by-case basis?


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