Role permissions control what a person can see and do in each Fullcast module, based on the role(s) they are assigned to in territory, team, or product coverage. Configure role permissions in the Permission section when you create or edit a role. To access role permissions, navigate to Roles > Manage Roles > Permissions.
How role permissions fit with user permissions
Fullcast has two layers of permissions:
System permission type (Role Based Access User, Tenant Admin, Sys Admin, or Reporting)—the broad category of access assigned to a user's account. Refer to Get started with user permission types.
Role permissions (this article)—the specific, per-module access a user gets once they are assigned a role in coverage. These access types are what actually determine what a Role Based Access User can see and edit in each module.
Note
Sys Admin and Reporting users can also be layered with role-based access. When that happens, role permissions apply to that part of their access as well.
Access types
Each module in a role's Permission section can be configured with one of the following access types:
Read Only—User can only view information and cannot make changes.
Read Write—User can view information and make changes.
Read Write (Only Tenant Administrator)—Only users designated as tenant administrators can view and make changes. You cannot change this access type.
Denied—User cannot access the information and it is hidden.
True—User has access to perform the specified action.
False—User does not have access to perform the specified action.
Business actions by module
The Permission section groups business actions under the following modules. Expand each module in the role's Permission section to set the access type for each action.
Assignment Scope
Give permissions based on past assignments
Give permissions based on currently active assignments
Give permissions based on future dated assignments
Commissions
Crediting Rule
Compensation Plans
Commissions Ledger
Custom Tables
Documents
Document Group Operations—Create, Edit, Archive, Unarchive Document Groups
Document Upload Operations—Upload, Download, Edit Documents
Document Send Operations—Send, Preview, Cancel via Adobe Sign
Recipient Operations—Add, Edit, Search Recipients
Industry
Industry Operations—Create, Delete, Edit
NAICS Operations—Create, Delete, Move, Edit, etc.
Commit Operations
Inquiries
Manage Inquiries
Inquiry Admin
Plans
Plan Operations—Create, Delete, Clone, Edit, etc.
Draft Mode Confirmations
Policies
Policy Operations—Create, Delete, Edit Policies
Activate/Enable Policies
Product Groups
Product Group Operations—Create, Delete, Update Nodes, Rename Node, Copy Nodes
Product Item Operations—Move Product, Edit Product Details (custom field), etc.
Targets Operations—Create, Delete, Update Targets, Distribute, Rollup
Assignments Operations—Create, Delete, Update Assignments (includes Workflows)
Rerun Rules
Commit Operations
Capacity
Collaborate with Notes
Reports
Dashboard Operations—Create, Delete, Edit
Chart Operations—Pin Charts to Dashboards
Report Config Operations—Create, Delete, Edit Report Configurations
Roles
Role Operations—Create, Delete, Edit Roles, Retire, Recalculate Ramp Profile
Team
Team Operations—Create, Delete, Update Nodes, Rename Node, Copy Nodes
People Operations—Move People, Edit People Details (custom field), etc.
Targets Operations—Create, Delete, Update Targets, Distribute, Rollup
Assignments Operations—Create, Delete, Update Assignments (includes Workflows)
Rerun Rules
Commit Operations
Capacity
Organization Chart Operations—Edit Definition
Collaborate with Notes
Territory
Territory Operations—Create, Delete, Update Nodes, Rename Node, Copy Nodes
Account Operations—Move Accounts, Edit Account Details (custom field), Named Account, etc.
Targets Operations—Create, Delete, Update Targets, Distribute, Rollup
Assignments Operations—Create, Delete, Update Assignments (includes Workflows)
Balancer—Edit Config of Balancer, etc.
Rerun Rules
Commit Operations
Capacity
Collaborate with Notes