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Change Status Permission

Use the Change Status permission to specify whether users can modify the status code assigned to an account. For more information, see Statuses.

Location

In the Navigation pane, click Applications > Liquid Latitude > Account Actions > Change Status.

Scope

This permission is available for all scopes.

Policy

The policy allows your organization to specify which account statuses users can and cannot modify. Enable the permission for a scope and then specify the restrictions.

Restrict the status from which the user may change the account: If selected, your organization restricts the statuses a user can change an account from.

Restrict Statuses: Indicates whether the user can change the status for accounts in the specified statuses. Valid values are:  

  • Allow changing accounts from the following statuses: The user can change the status of accounts in one of the specified statuses.  

  • Deny changing accounts from the following statuses: The user cannot change the status of accounts in one of the specified statuses.

Statuses: If you select a status and the Allow changing accounts from the following statuses option, users can change the status of accounts in that status. If you select a status and the Deny changing accounts from the following statuses option, users cannot change the status of accounts in that status. For example, you can indicate whether the user can or cannot change the status of accounts that have a "pending" status to some other status.

Restrict the status to which the user may change the account: If selected, your organization restricts the statuses a user can change an account to.

Restrict Statuses: Indicates whether the user can change account statuses to the specified statuses. Valid values are:

  • Allow changing accounts to the following statuses: The user can change the status of accounts to one of the specified statuses.  

  • Deny changing accounts to the following statuses: The user cannot change the status of accounts to one of the specified statuses.

Statuses: If you select a status and the Allow changing accounts to the following statuses option, users can change the status of accounts to that status. If you select a status and the Deny changing accounts to the following statuses option, users cannot change the status of accounts to that status. For example, you can indicate whether the user can or cannot change accounts to a "pending" status.

Select None: Clears all selected items in the list.

Select All: Selects all items in the list.

Tip: To select multiple sequential statuses, press and hold the Shift key and then click the first and last sequential status. To select multiple non-sequential statuses, press and hold the Ctrl key and then click each individual status.

Related Topics

Search for a Permission or System Code

Set a Permission and Policy

Change an Account Status

Account Actions Settings

Liquid Latitude Settings

Application Settings

Permissions and Policies