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reviewer_functionality:permissions:reviewer_permissions
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Reviewer Permissions
CRM Security Roles
As of version 30.0 (11th December 2018), the Perfect & Merge security roles are now available automatically via the normal CRM Security settings.
Perfect & Merge User Permissions
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 | ✔ | ✔ | ||
reviewer_functionality/permissions/reviewer_permissions.txt · Last modified: 2019/09/06 14:58 by conor.doyle
