
{"id":5793,"date":"2017-10-26T14:36:55","date_gmt":"2017-10-26T12:36:55","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=5793"},"modified":"2017-11-06T16:44:22","modified_gmt":"2017-11-06T15:44:22","slug":"user-rights","status":"publish","type":"post","link":"https:\/\/helpdev.minicrm.io\/help\/user-rights\/","title":{"rendered":"User rights"},"content":{"rendered":"<p>You need admin rights to manage user rights. Click on the\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-787 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/beallitasok-gomb-e1488449791779.png\" alt=\"beallitasok-gomb\" width=\"26\" height=\"25\" \/>\u00a0icon in the top right-hand corner and click on <a href=\"..\/how-to-manage-users\/\">Users<\/a> on the blue navigation bar.\u00a0Select a user and set their user rights and access rights to <a href=\"..\/access-to-modules\/\">term\u00e9kes<\/a> on their <a href=\"..\/minicrm-profile\/\">Profile<\/a>\u00a0page.<\/p>\n<h3 id=\"1Userrights\">The level of rights can be divided into 4 groups:<\/h3>\n<ul>\n<li><strong>Admin<\/strong><\/li>\n<li><strong>Manager<\/strong><\/li>\n<li><strong>User<\/strong><\/li>\n<li><strong>Restricted<\/strong><\/li>\n<li><a href=\"..\/restricted-to-group-rights\/\"><strong>Restricted to group rights<\/strong><\/a><\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"https:\/\/d26cfm2pfnephr.cloudfront.net\/uploads\/2015\/01\/07_access_user_rights.png\" alt=\"08_felhasznaloi_jogosultsagok\" \/><\/p>\n<p>*<strong>Only applies to the cards that belong to the user or on which there is an open <a href=\"..\/why-are-tasks-useful\/\">task<\/a>\u00a0assigned to them.<\/strong><\/p>\n<h3 id=\"Admin\">Admin<\/h3>\n<p>Admins see all data and have access to every function. It is required to set at least one admin in the system.<\/p>\n<h3 id=\"Manager\">Manager<\/h3>\n<p>Managers see all data but don\u2019t have access to <a href=\"..\/system-settings\/\">system settings<\/a>\u00a0and <a href=\"..\/how-can-i-automate-processes\/\">follow-up sequences<\/a>. They are unable to <a href=\"..\/how-to-export-data-from-minicrm\/\">export<\/a>\u00a0data from the system.\u00a0Managers can check reports so it is useful for those who want to see <a href=\"..\/what-kind-of-reports-are-available-in-minicrm\/\">statistics<\/a>\u00a0and want to supervise the activity of colleagues.<\/p>\n<h3 id=\"User\">User<\/h3>\n<p>Users can see each other\u2019s <a href=\"..\/what-is-an-opportunity-card-good-for\/\">clients<\/a>, <a href=\"..\/why-are-tasks-useful\/\">tasks<\/a>, and <a href=\"..\/history-on-cards\/\">histories<\/a>.<\/p>\n<h3 id=\"Restricted\">Restricted<\/h3>\n<p>People with restricted rights only see <a href=\"..\/what-is-an-opportunity-card-good-for\/\">cards<\/a>\u00a0that are assigned to them or on which there are <a href=\"..\/why-are-tasks-useful\/\">tasks<\/a> assigned to them. They can only search for cards added to them; however, users with higher rights can also see their cards.<\/p>\n<p>It is mainly recommended for interns or remote workers.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>You need admin rights to manage user rights. Click on the\u00a0\u00a0icon in the top right-hand corner and click on Users on the blue navigation bar.\u00a0Select a user and set their user rights and access rights to term\u00e9kes on their Profile\u00a0page. The level of rights can be divided into 4 groups: Admin Manager User Restricted Restricted [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[391],"tags":[490,482],"class_list":["post-5793","post","type-post","status-publish","format-standard","hentry","category-more-customization","tag-system-en","tag-user-en"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>User rights - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"You need admin rights to manage user rights. Click on the\u00a0\u00a0icon in the top right-hand corner and click on Users on the blue navigation bar.\u00a0Select a user\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/helpdev.minicrm.io\/help\/user-rights\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"User rights - Documenta\u021bie MiniCRM\" \/>\n<meta property=\"og:description\" content=\"You need admin rights to manage user rights. Click on the\u00a0\u00a0icon in the top right-hand corner and click on Users on the blue navigation bar.\u00a0Select a user\" \/>\n<meta property=\"og:url\" content=\"https:\/\/helpdev.minicrm.io\/help\/user-rights\/\" \/>\n<meta property=\"og:site_name\" content=\"Documenta\u021bie MiniCRM\" \/>\n<meta property=\"article:published_time\" content=\"2017-10-26T12:36:55+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2017-11-06T15:44:22+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/beallitasok-gomb-e1488449791779.png\" \/>\n<meta name=\"author\" content=\"L\u00edvia F\u00fcl\u00f6p\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"L\u00edvia F\u00fcl\u00f6p\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/helpdev.minicrm.io\\\/help\\\/user-rights\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/helpdev.minicrm.io\\\/help\\\/user-rights\\\/\"},\"author\":{\"name\":\"L\u00edvia F\u00fcl\u00f6p\",\"@id\":\"https:\\\/\\\/www.minicrm.hu\\\/help\\\/#\\\/schema\\\/person\\\/ceb677e9c50c3b41ea1539b92acfae96\"},\"headline\":\"User rights\",\"datePublished\":\"2017-10-26T12:36:55+00:00\",\"dateModified\":\"2017-11-06T15:44:22+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/helpdev.minicrm.io\\\/help\\\/user-rights\\\/\"},\"wordCount\":216,\"commentCount\":0,\"image\":{\"@id\":\"https:\\\/\\\/helpdev.minicrm.io\\\/help\\\/user-rights\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/minicrm-wp-help.s3.amazonaws.com\\\/uploads\\\/2017\\\/02\\\/beallitasok-gomb-e1488449791779.png\",\"keywords\":[\"system-en\",\"user-en\"],\"articleSection\":[\"More Customization\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/helpdev.minicrm.io\\\/help\\\/user-rights\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/helpdev.minicrm.io\\\/help\\\/user-rights\\\/\",\"url\":\"https:\\\/\\\/helpdev.minicrm.io\\\/help\\\/user-rights\\\/\",\"name\":\"User rights - Documenta\u021bie MiniCRM\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.minicrm.hu\\\/help\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/helpdev.minicrm.io\\\/help\\\/user-rights\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/helpdev.minicrm.io\\\/help\\\/user-rights\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/minicrm-wp-help.s3.amazonaws.com\\\/uploads\\\/2017\\\/02\\\/beallitasok-gomb-e1488449791779.png\",\"datePublished\":\"2017-10-26T12:36:55+00:00\",\"dateModified\":\"2017-11-06T15:44:22+00:00\",\"author\":{\"@id\":\"https:\\\/\\\/www.minicrm.hu\\\/help\\\/#\\\/schema\\\/person\\\/ceb677e9c50c3b41ea1539b92acfae96\"},\"description\":\"You need admin rights to manage user rights. Click on the\u00a0\u00a0icon in the top right-hand corner and click on Users on the blue navigation bar.\u00a0Select a user\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/helpdev.minicrm.io\\\/help\\\/user-rights\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/helpdev.minicrm.io\\\/help\\\/user-rights\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/helpdev.minicrm.io\\\/help\\\/user-rights\\\/#primaryimage\",\"url\":\"https:\\\/\\\/minicrm-wp-help.s3.amazonaws.com\\\/uploads\\\/2017\\\/02\\\/beallitasok-gomb-e1488449791779.png\",\"contentUrl\":\"https:\\\/\\\/minicrm-wp-help.s3.amazonaws.com\\\/uploads\\\/2017\\\/02\\\/beallitasok-gomb-e1488449791779.png\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/helpdev.minicrm.io\\\/help\\\/user-rights\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.minicrm.hu\\\/help\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"User rights\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.minicrm.hu\\\/help\\\/#website\",\"url\":\"https:\\\/\\\/www.minicrm.hu\\\/help\\\/\",\"name\":\"Documenta\u021bie MiniCRM\",\"description\":\"Welcome to MiniCRM\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/www.minicrm.hu\\\/help\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/www.minicrm.hu\\\/help\\\/#\\\/schema\\\/person\\\/ceb677e9c50c3b41ea1539b92acfae96\",\"name\":\"L\u00edvia F\u00fcl\u00f6p\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/f3134b1be47aa2326a775dd7090fd53fb8a694a561ad9cc5ec8f1e66ff8bacc4?s=96&d=mm&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/f3134b1be47aa2326a775dd7090fd53fb8a694a561ad9cc5ec8f1e66ff8bacc4?s=96&d=mm&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/f3134b1be47aa2326a775dd7090fd53fb8a694a561ad9cc5ec8f1e66ff8bacc4?s=96&d=mm&r=g\",\"caption\":\"L\u00edvia F\u00fcl\u00f6p\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"User rights - Documenta\u021bie MiniCRM","description":"You need admin rights to manage user rights. Click on the\u00a0\u00a0icon in the top right-hand corner and click on Users on the blue navigation bar.\u00a0Select a user","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/helpdev.minicrm.io\/help\/user-rights\/","og_locale":"en_US","og_type":"article","og_title":"User rights - Documenta\u021bie MiniCRM","og_description":"You need admin rights to manage user rights. Click on the\u00a0\u00a0icon in the top right-hand corner and click on Users on the blue navigation bar.\u00a0Select a user","og_url":"https:\/\/helpdev.minicrm.io\/help\/user-rights\/","og_site_name":"Documenta\u021bie MiniCRM","article_published_time":"2017-10-26T12:36:55+00:00","article_modified_time":"2017-11-06T15:44:22+00:00","og_image":[{"url":"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/beallitasok-gomb-e1488449791779.png","type":"","width":"","height":""}],"author":"L\u00edvia F\u00fcl\u00f6p","twitter_card":"summary_large_image","twitter_misc":{"Written by":"L\u00edvia F\u00fcl\u00f6p","Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/helpdev.minicrm.io\/help\/user-rights\/#article","isPartOf":{"@id":"https:\/\/helpdev.minicrm.io\/help\/user-rights\/"},"author":{"name":"L\u00edvia F\u00fcl\u00f6p","@id":"https:\/\/www.minicrm.hu\/help\/#\/schema\/person\/ceb677e9c50c3b41ea1539b92acfae96"},"headline":"User rights","datePublished":"2017-10-26T12:36:55+00:00","dateModified":"2017-11-06T15:44:22+00:00","mainEntityOfPage":{"@id":"https:\/\/helpdev.minicrm.io\/help\/user-rights\/"},"wordCount":216,"commentCount":0,"image":{"@id":"https:\/\/helpdev.minicrm.io\/help\/user-rights\/#primaryimage"},"thumbnailUrl":"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/beallitasok-gomb-e1488449791779.png","keywords":["system-en","user-en"],"articleSection":["More Customization"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/helpdev.minicrm.io\/help\/user-rights\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/helpdev.minicrm.io\/help\/user-rights\/","url":"https:\/\/helpdev.minicrm.io\/help\/user-rights\/","name":"User rights - Documenta\u021bie MiniCRM","isPartOf":{"@id":"https:\/\/www.minicrm.hu\/help\/#website"},"primaryImageOfPage":{"@id":"https:\/\/helpdev.minicrm.io\/help\/user-rights\/#primaryimage"},"image":{"@id":"https:\/\/helpdev.minicrm.io\/help\/user-rights\/#primaryimage"},"thumbnailUrl":"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/beallitasok-gomb-e1488449791779.png","datePublished":"2017-10-26T12:36:55+00:00","dateModified":"2017-11-06T15:44:22+00:00","author":{"@id":"https:\/\/www.minicrm.hu\/help\/#\/schema\/person\/ceb677e9c50c3b41ea1539b92acfae96"},"description":"You need admin rights to manage user rights. Click on the\u00a0\u00a0icon in the top right-hand corner and click on Users on the blue navigation bar.\u00a0Select a user","breadcrumb":{"@id":"https:\/\/helpdev.minicrm.io\/help\/user-rights\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/helpdev.minicrm.io\/help\/user-rights\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/helpdev.minicrm.io\/help\/user-rights\/#primaryimage","url":"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/beallitasok-gomb-e1488449791779.png","contentUrl":"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/beallitasok-gomb-e1488449791779.png"},{"@type":"BreadcrumbList","@id":"https:\/\/helpdev.minicrm.io\/help\/user-rights\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.minicrm.hu\/help\/"},{"@type":"ListItem","position":2,"name":"User rights"}]},{"@type":"WebSite","@id":"https:\/\/www.minicrm.hu\/help\/#website","url":"https:\/\/www.minicrm.hu\/help\/","name":"Documenta\u021bie MiniCRM","description":"Welcome to MiniCRM","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.minicrm.hu\/help\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.minicrm.hu\/help\/#\/schema\/person\/ceb677e9c50c3b41ea1539b92acfae96","name":"L\u00edvia F\u00fcl\u00f6p","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/f3134b1be47aa2326a775dd7090fd53fb8a694a561ad9cc5ec8f1e66ff8bacc4?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/f3134b1be47aa2326a775dd7090fd53fb8a694a561ad9cc5ec8f1e66ff8bacc4?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/f3134b1be47aa2326a775dd7090fd53fb8a694a561ad9cc5ec8f1e66ff8bacc4?s=96&d=mm&r=g","caption":"L\u00edvia F\u00fcl\u00f6p"}}]}},"_links":{"self":[{"href":"https:\/\/www.minicrm.hu\/help\/wp-json\/wp\/v2\/posts\/5793","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.minicrm.hu\/help\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.minicrm.hu\/help\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.minicrm.hu\/help\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/www.minicrm.hu\/help\/wp-json\/wp\/v2\/comments?post=5793"}],"version-history":[{"count":4,"href":"https:\/\/www.minicrm.hu\/help\/wp-json\/wp\/v2\/posts\/5793\/revisions"}],"predecessor-version":[{"id":5955,"href":"https:\/\/www.minicrm.hu\/help\/wp-json\/wp\/v2\/posts\/5793\/revisions\/5955"}],"wp:attachment":[{"href":"https:\/\/www.minicrm.hu\/help\/wp-json\/wp\/v2\/media?parent=5793"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.minicrm.hu\/help\/wp-json\/wp\/v2\/categories?post=5793"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.minicrm.hu\/help\/wp-json\/wp\/v2\/tags?post=5793"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}