Tracker Policy

These Tracker policy options can be set at the Default User, User, Role or Workgroup level. Use this page to configure Interaction Tracker rights.

Add Individuals

Select this check box to give the user rights to add individuals in the Tracker Client.

Modify Individuals

Select this check box to give the user rights to modify individuals in the Tracker Client.

Delete Individuals

Select this check box to give the user rights to delete individuals in the Tracker Client.

Add Organizations

Select this check box to give the user rights to add organizations in the Tracker Client.

Modify Organizations

Select this check box to give the user rights to modify organizations in the Tracker Client.

Delete Organizations

Select this check box to give the user rights to delete organizations in the Tracker Client.

Modify Interactions

Select this check box to give the user rights to modify interactions in the Tracker Client.

View Other People's Private Interactions

Select this check box to give the user rights to view other people's private interactions in the Tracker Client.

Have Private Contacts

Select this check box to give the user rights to create private contacts in the Tracker Client.

Tracker Administrator

Select this check box to give the user administrator rights in the Tracker Client.

Can Use Related Interactions Page

Select this check box to give the user rights to the Related Interactions page in Interaction Desktop.

Note: You can configure access to View User Interaction History in the Access Control page in User, Role, and Workgroup configuration.