As of version 30.0 (11th December 2018), the Perfect & Merge security roles are now available automatically via the normal CRM Security settings.
Note: When records/groups are reviewed by one reviewer/admin, then only the assigned reviewer can perform processing operations on that record/group.
Section | Sub-Section | Admin | Reviewer | |
CRM | P&M Review Tool | Advanced Find | ✔ | ✔ |
Account Records List | ✔ | ✔ | ||
Contact Records List | ✔ | ✔ | ||
Lead Records List | ✔ | ✔ | ||
Settings | Attribute Groups | ✔ | ✘ | |
Attribute Group Transforms | ✔ | ✘ | ||
Master Record | ✔ | ✘ | ||
Display & Auto Fill | ✔ | ✘ | ||
Smart Merge | ✔ | ✘ | ||
Auto Exact & Merge Rules | ✔ | ✘ | ||
Manage Users | ✔ | ✘ | ||
Primary Account | ✔ | ✘ | ||
Custom Settings | ✔ | ✘ | ||
Best Record Rule DB Setup | ✔ | ✘ | ||
Map Entities Setup | ✔ | ✘ | ||
Cross Entity Mapping | ✔ | ✘ | ||
Post Merge Settings | ✔ | ✘ | ||
Home | Session Listing | Create Session | ✔ | ✘ |
Delete Session | ✔ | ✘ | ||
Refresh | ✔ | ✔ | ||
Activate a session | ✔ | ✘ | ||
Deactivate a session | ✔ | ✘ | ||
Start Match Process | ✔ | ✘ | ||
Review Session | ✔ | ✔ | ||
Clone Session | ✔ | ✘ | ||
Select a session | ✔ | ✔ | ||
Multi select sessions | ✔ | ✘ | ||
Schedule a session | ✔ | ✘ | ||
Session Detail Screen | ✔ | ✘ | ||
Session Results | Release Groups Section | ✔ | ✘ | |
Auto Exact & Bulk Merge All | ✔ | ✔ | ||
Auto Promote All | ✔ | ✔ | ||
Auto Fill All | ✔ | ✔ | ||
Auto Promote & Fill All | ✔ | ✔ | ||
Auto Accept & Merge All | ✔ | ✔ | ||
Search | ✔ | ✔ | ||
Refresh | ✔ | ✔ | ||
Session Results Detail | ✔ | ✔ | ||
Group Review | Manual Fill | ✔ | ✔ | |
Auto Fill | ✔ | ✔ | ||
Manual Promote | ✔ | ✔ | ||
Auto Promote | ✔ | ✔ | ||
Auto Exact & Merge | ✔ | ✔ | ||
Accept & Merge | ✔ | ✔ | ||
View Record | ✔ | ✔ | ||
Suppress duplicate | ✔ | ✔ | ||
Release Sub-Group | ✔ | ✔ | ||
Grid settings | ✔ | ✔ | ||
Hide Queue grid | ✔ | ✔ | ||
Hide Session Drop down | ✔ | ✔ | ||
Current Queue | ✔ | ✔ | ||
Back | ✔ | ✔ | ||
Refresh | ✔ | ✔ | ||
Previous Group | ✔ | ✔ | ||
Next Group | ✔ | ✔ | ||
Help | ✔ | ✔ |