Security Roles

Owned by Charlie Reinehr
Last updated: Nov 27, 2023 by Siva Kumar Ravula (Deactivated)
1 min read

USF Login Base Role (applied to all users)

Does not grant access to any apps

Basic set of read-only permissions for all users

  • Activities

  • Contacts

  • User Personalization Options

Admissions roles

USF Recruiter

Grants access to Admissions app

Required for user to own contact/opportunity via territory assignment rule

  • Activities (create/send email)

  • Accounts (read-only)

  • Contacts (read/modify)

  • Email Templates (create/modify)

  • Events (read-only)

  • Event Registrations (read-only)

  • Event Check-ins (read-only)

  • HubSpot (read-only)

  • Opportunities (create/modify)

  • Recruiter Territories (read-only)

  • Bulk Edit

  • Export to Excel

  • Mail Merge

  • Merge

  • Publish Email Templates

  • View Audit History

 

USF Recruiting Manager

Grants access to Admissions app

Same as USF Recruiter role except:

  • Accounts (read/modify)

  • HubSpot (delete)

  • Recruiter Territories (read/modify)

 

USF Recruiter Territory Manager

Does not grant access to any apps

  • HubSpot (delete)

  • Recruiter Territories (create/modify)

 

USF Student Call Center

Grants access to Admissions app

Same as USF Recruiter role except:

  • Opportunities (read/modify)

 

USF_ADM Events (and related)

Grants access to Admissions app

  • Marked for follow up - allows publishing of event to portal

Other Roles

USF Contact Creator

Does not grant access to any apps

  • Contacts (create/modify/merge)

  • Locks (create/modify)

  • Opportunity (append)

  • Merge

 

USF Data Analytics Team (Read-Only)

Does not grant access to any apps

  • All entities (read-only)

  • Report (create/modify)

  • View (create/modify)

  • View Audit History

 

USF Events User

Grants access to Events and Marketing apps

  • Accounts (create/modify)

  • Contacts (read/modify)

  • Campaigns (create/modify)

  • Events and related entities (create/modify)

  • Marketing Lists (create/modify)

  • Bulk Edit

  • Create Quick Campaign

  • Export to Excel

  • Mail Merge

  • Merge

  • Publish Email Templates

 

USF Events Read Only

Grants access to Events and Marketing apps

  • Contacts (read-only)

  • Campaigns (read-only)

  • Events and related entities (read-only)

  • Marketing Lists (read-only)

  • Views (create/modify)

  • Export to Excel

 

USF Global Read Only

Does not grant access to any apps

  • All entities (read-only)

  • View (create/modify)

  • Export to Excel

 

USF Marketing Manager

Grants access to Marketing app

  • Accounts (create/modify)

  • Activities (create/modify)

  • Campaigns (create/modify)

  • Customer Journeys (create/modify)

  • Segments (create/modify)

  • Triggers (create/modify)

  • Marketing Lists (create/modify)

  • Opportunities (create/modify)

  • Bulk Edit

  • Export to Excel

  • Mail Merge

  • Merge

  • Publish Email Templates

  • View Audit History

 

USF Opportunities Read Only

Grants access to Admissions app

  • Activities (Email Campaign History) (read-only)

  • Accounts (read-only)

  • Opportunities and related entities (read-only)

  • Export to Excel

 

IT Communications

Cloned from Marketing professional security role.

Grants access to Marketing app

  • Course registration.

  • Student record.

 

 

 

 

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