Welcome

Full or Casual user

Default view if Check Tasks on Login is not selected in your user record

View activity tasks

Full or Casual user

Default view if Check Tasks on Login is selected in your user record

Generate reports

Full or Casual user

View tasks

Full or Casual user

IQA > Contacts

Full user + Customers auth level 1 + Reporting group + MEMBERSHIP license

IQA > Prospects

Full user + Customers auth level 1 + Reporting group + MEMBERSHIP and AQMGMT license

IQA > Orders

Full user + Orders auth level 1 + Reporting group + ORDER license

IQA > Events

Full user + Events auth level 1 + Reporting group + MEET license

IQA > Fundraising

Full user + Fund Raising auth level 1 + Reporting group + FUNDR license