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Permisos de usuario – Calendario

Introducción

Los permisos de Calendario determinan la capacidad de ver y utilizar las herramientas de calendario de Infusionsoft para programar citas y crear tareas.

Instrucciones paso a paso

1 - Tarea / Asignación / Nota

Estos permisos controlan la capacidad de ver, agregar, editar y eliminar tareas, citas y notas.

 - Puede ver todos los registros: este permiso controla la capacidad de ver las tareas, las citas y las notas asignadas a otros usuarios. Si se establece en No, el usuario sólo puede ver la vista de resumen de las tareas, citas o notas asignadas a otros. Recibirán un mensaje de acceso denegado si hacen clic en el enlace para ver los detalles.

 - Puede editar todos los registros: este permiso controla la capacidad de actualizar las tareas, las citas y las notas asignadas a otros usuarios. Si está establecido en No, el usuario puede hacer clic en el enlace de detalle para ver información adicional, pero no verá el botón Guardar. Si el permiso para eliminar se establece en Sí, el usuario seguirá siendo capaz de eliminar elementos asignados a otros usuarios. Si el permiso de agregar permiso se establece en Sí, el usuario podrá agregar una nueva tarea, una cita o una nota para otro usuario, pero no podrá editarla después de guardarla por primera vez.

 - Puede agregar: Este permiso controla la capacidad de crear nuevas tareas, citas o notas. Si se establece en No, el usuario no verá la opción de agregar estos elementos o recibirá un mensaje de acceso denegado al intentar crear uno de ellos a través de la pantalla del calendario.

 - Puede buscar: Este permiso controla la capacidad de ver la lista de tareas general desde la barra de herramientas del usuario. Si está establecido en No, el usuario no verá la opción del menú Tarea en la lista.

 - Puede eliminar: este permiso controla la capacidad de eliminar tareas, citas y notas. Si está establecido en No, el usuario no verá la opción Borrar en el menú desplegable Acciones ni el botón Eliminar al ver registros individuales.

 - Puede asignar tareas: Este permiso controla la capacidad de asignar una tarea, una cita o una nota a otros usuarios. Si se establece en No, el usuario puede agregar y editar citas, pero no puede asignarlas a otros usuarios o reasignarlas después de que se creen.

 - Puede ver registros no asignados: Este permiso controla la capacidad de ver tareas, citas y notas que no están asignadas a ningún usuario.

 - Puede que tenga que asignar un usuario para supervisar registros no asignados. Si está establecido en No, el usuario no podrá ver los detalles de ningún elemento no asignado.

 - Puede editar registros no asignados: Este permiso controla la capacidad de actualizar tareas, citas y notas que no están asignadas a ningún usuario. Si está establecido en No, el usuario no podrá guardar los cambios en registros no asignados; Lo que significa que no pueden asignarle usuarios.

2 - Email

Puede crear cuentas POP compartidas: este permiso controla la posibilidad de compartir una cuenta de correo POP. Si se establece en No, el usuario puede configurar una nueva cuenta POP pero no puede compartirla con otros usuarios. La lista de usuarios se oculta de la vista.

3 - Calendario

Puede ver el calendario: este permiso restringe la capacidad de ver el calendario de otro usuario. Si se establece en No, el usuario no podrá ver el calendario para el usuario especificado. Hay un permiso para cada usuario. Si el permiso está establecido en Sí, el usuario podrá seleccionar y ver el calendario de Infusionsoft de ese usuario.​


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