Creating an Info Manager

An Info Manager is a type of power user who can perform some system administration tasks but cannot access the entire administration area. For example, an Info Manager can upload templates, maintain currency conversion rates, and edit Interactive Dashboard templates.

You specify Info Manager access on the user's Security panel. For more information, see Security Profile fields.

When you set Administration to Info Manager, the following features are available to the user assuming the license and services are enabled for these features.

Main menu area:

an Info Manager can:

Marketing , including E-marketing

Access and create standard and E-marketing campaigns

Reports

Edit and create new reports

Find

Make a saved search or advanced find available to other users

My CRM | Groups

Make a group available to other Info Managers

My CRM | Shared Documents

Edit or delete a shared document

My CRM | Dashboard

Create and change dashboard and gadget templates

You can also assign specific sub-sets of rights from Info Admin Rights. You can use Ctrl + click to select multiple sets of rights.

Info Admin Rights Selection:

an Info Manager can work with:

Currency
  • <My Profile> | Administration | Data Management | Currency
  • <My Profile> | Administration | Data Management | Currency Configuration

Customize
  • <My Profile> | Administration | Customization | Primary Entities / Secondary Entities | <Entity> | Fields. Limited to editing selection lists on existing fields and changing field-level security.
  • <My Profile> | Administration | Customization | Primary Entities / Secondary Entities | <Entity> | External Access
  • <My Profile> | Administration | Customization | Primary Entities / Secondary Entities | <Entity> | Summary Report
  • <My Profile> | Administration | Customization | Primary Entities | Leads | Web to Lead
  • <My Profile> | Administration | Customization | Secondary Entities | Solutions | Field Mappings

Data
  • <My Profile> | Administration | Data Management | Data Upload
  • <My Profile> | Administration | Data Management | Match Rules
  • <My Profile> | Administration | Data Management | Company Name Cleanup
  • <My Profile> | Administration | Data Management | Forecast
  • <My Profile> | Administration | Data Management | Manage Relationship Types

Document Library
  • My CRM | Shared Documents | Add File

Email and Template
  • <My Profile> | Administration | Email and Documents | Email Templates
  • <My Profile> | Administration | Email and Documents | Emarketing Configuration
  • <My Profile> | Administration | Email and Documents | Document Templates

Product
  • <My Profile> | Administration | Data Management | Products

Timings
  • <My Profile> | Administration | System | Timings

Summary Reports
  • <My Profile> | Administration | Customization | Primary Entities /Secondary Entities | <Entity> | Summary Report

Key Attribute Profiling
  • <My Profile> | Administration | Advanced Customization | Key Attributes

User
  • My CRM | Groups | Mass Update
  • <My Profile> | Administration | Users | New User
  • <My Profile> | Administration | Users | Users (view-only access to the Security tab on users)
  • <My Profile> | Administration | Users | Security
  • <My Profile> | Administration | Users | Import Users
  • <My Profile> | Administration | Users | User Templates
  • <My Profile> | Administration | Users | Standard Classic Dashboards

Workflow and Escalation
  • <My Profile> | Administration | Advanced Customization | Workflow
  • <My Profile> | Administration | Advanced Customization | Escalation
  • <My Profile> | Administration | Advanced Customization | Workflow & Escalation Configuration
  • <My Profile> | Administration | Customization | Primary Entities /Secondary Entities | <Entity> | Notifications

Extra

Available with the Extensibility Module only.

The user has access to a customized Administration area. You configure this in <My Profile> | Administration | Advanced Customization | System Menus | AdminExtraTabs. For more information about the Extensibility Module, see the Developer Help on the Sage CRM Help Center.