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You are here: Home / Extras / Settings / User / User details / Simple rights
Settings
Simple rights
The simple rights management works with assignments. The maintainer of a record is automatically assigned. In addition, additional users can be assigned manually (see Assignment) or assigned via groups
A conversion to the data-record authorization system is possible, the effort varies from case to case.
Please contact your sales contact person
Please note that only the individual categories for simple rights management are listed here. If you still use the simple rights management and miss an entry here, please have a look at the record rights .
- Address
- management Task management
- Appointment management
- Real estate Broker
- book / Activities
- Other modules
Inhaltsverzeichnis
Assignment
In addition to automatic assignments (supervisors and / or groups), manual assignments can also be carried out.
In the detailed view of an address/real estate data record or after selecting several data records in the list view, you can assign them to users or assign them to all users via the menu or .
List of assignments
Via the menu you can display a list of assigned data records for a selected user for addresses, real estate, etc.
You can also use this to delete an assignment
The assignments to the data records can be set automatically via the group administration.
If a member of a “group with allocation” – with the user right “automatic address allocation per groups” – is entered as a supervisor, e.g. of a property, then all other members of the group are also allocated to the property.
In each group, you can select a filter from the list of group filters for this group in the Real Estate / Address Assignment tabs. When saving address/ real estate filters, filters must be saved as group filters
