User class combined with licensing and the Referral authorization level determines what users can see and do within Referrals. The highest authority level a Casual user can have here is 2.
What each user type can do
■ Full and Casual users can find and view referrals - auth level 1
Note: Level 1 users select Manage referrals to find and view those records.
■ Full and Casual users can run reports - auth level 2
■ Full users can create and edit referrals - auth level 3
■ Full users can delete referrals - auth level 4
What navigation items appear
|
Task List Item |
Required Conditions and Notes |
|
Manage referrals |
Full or Casual user + Referral auth level 1 + REFERRAL license |
|
Generate reports |
Full or Casual user + Referral auth level 2 + REFERRAL license |
|
Set up module |
Full user + Referral auth level 8 + REFERRAL license |
|
Create referral orders |
Full user + Referral auth level 5 + REFERRAL license |
|
Delete expired… |
Full user + Referral auth level 5 + REFERRAL license |
|
Rebuild search indexes |
Full user + Referral auth level 5 + REFERRAL license |