These settings only apply if you use the Customer Relationship Management module.
Ability to View/Edit Controlled Notes | indicates if these notes, which record contacts and are flagged as controlled, can be seen and altered. |
Allow Editing of Read only Actions | may allow users with this login profile to amend actions that are normally only viewable. |
Ability to Restore Finished Processes | enables users to restore a finished process to a live status so it can continue to be processed. |
Client Group Access | determines the level of processing allowed for client group records, which are used to categorize clients. |