Basic Permissions Descriptions

These permissions are available by default in all workspaces. These permissions are either enabled or disabled (on/off) to create permission groups that can be applied to users.

Workspaces enabled with Basic Permissions allows for basic on/off permission functionality where checkboxes grant or restrict access to actions within modules.

Basic Permissions

Extended permissions provide additional options to grant or restrict based on affiliation with a "team".

Module Permissions

Dashboards	Deals	CRM	Tasks
Properties	Maps	Reports	Settings

Dashboards

Label	Description
Add or Edit Dashboard	Show +New Dashboard button.
Delete Dashboards	Show/Hide Delete dashboard button
View All Dashboards	Access any dashboard in the Dashboard list.

Deals

💡Things to Consider

Users with the Permission to Edit Deal Layout Templates can add or remove custom fields from the Offers panel.

Portfolio permissions are the same as Deal permissions in TermSheet.

Users that are not granted access to all deals or all views can be added to specific views and deals via the + icon on the deal/view. add user

Any user with the Outlook Add In installed has access to add a new deal from the Outlook Add In.

Label	Description
Access Any Deal	When enabled, users can view, edit, delete any deal in the workspace. When disabled, users can only access deals that they have been specifically granted access to via the + icon.
Access Any View	When enabled, users can view, edit, delete any view/pipeline in the workspace. When disabled, users can only access views/pipelines that they have been specifically granted access to via the + icon.
Add Deal	Access to the "Add Deal" button and access to create new deals in the workspace.
'Add Deal' Form	Ability to add or remove fields on the "Add Deal" form.
Add Users to Deals	Ability to add users to deals to grant access to deals
Add Users to Views	Ability to add users to Views/pipelines to grant access to them views/pipelines.
Control List View Columns	Ability to add or remove view columns.
Control 'Group By' Dropdown"	Allows users to change the "group by" dropdown on a view which groups deals by various deal fields.
Deal Contacts	Access to the Deal Contacts tab (access to add new contacts to the CRM via the Deal Contacts tab
Deal Custom Objects	Access to the Custom Objects tab when custom objects are present. (access to add new custom object records from the Deal)
Deal Details	Access to the Deal Details tab and any custom deal tabs
Deal Files	Access to the Deal Files tab (access to add, update, edit, delete deal files)
Deal Insights	Access to the Deal Insights tab (access to create compsets, view demographic data, view time series data -when enabled)
Deal Notes	Access to the Deal Notes Tab (access to add, update, edit, delete deal notes).
Deal Tasks	Access to the Deal Tasks tab (access to add, update, edit, delete tasks within a deal)
Deal Task Settings	Access to deal task settings to manage task roles, add new, edit or delete task lists
Deal View Settings	Access to the Deal Views gear icon which enables users to add/edit/delete Groups/Views.
Delete a Deal	Access to permanently remove a deal from the workspace. This cannot be undone.
Edit Deal Layout Templates	Ability to configure deal layouts including editing existing layouts or creating new layouts.
Edit Dynamic View Filters	Allows users to change filters applied to Dynamic Views.
Private Deal Tasks	Allows a user to see all deal level task lists, even those that have been marked private.
Publish from Excel	Allows a user to publish data into TermSheet deals via the Excel Add In.
Share Deals	Ability to share deals outside of TermSheet via a link

CRM

💡Things to Consider

Any role with access to the CRM can add a deal and/or add a property from a contact or company record that they have access to.

Any user who has access to a contact/company record can add or edit records on subtabs of the record (engagements, notes, tasks, etc).

Label	Description
Access All Contacts/Companies	Allows users to view, edit, delete any contacts/companies in the CRM. When this is disabled, users can only view, edit, contacts and companies that they create.
'Add Company' Form	Ability to add or remove company fields on the "Add Company" form
'Add Contact' Form	Ability to add or remove contact fields on the "Add Contact" Form.
Add New Contacts/Companies	Ability to add new contacts/companies to the CRM. With this disabled, the Add Contact/Add Company buttons will be hidden.
Control List Columns	Ability to add or remove columns in contact/company views.
Delete Contacts and Companies	Ability to delete contacts/companies from the CRM
Merge Contacts and Companies	Ability to merge contacts/companies to resolve duplicates.

Tasks

💡Things to Consider:

The permission "Task List Collaborator" is assigned automatically to users who are invited to participate in Global task lists. This role will allow access to Global Tasks lists where the user has specifically been added.

Label	Description
Add Users to Global Tasks	Allows a user to add existing users or new users to collaborate on Global Task Lists.
Aggregated Tasks	Ability to access Aggregate Tasks and view, edit, update any deal, contact, company tasks that are aggregated there if they have access to the associated deals, contacts, companies. (respects the user's access to associated objects).
Aggregated Task Views	Ability to add new Task Views to the Aggregated Tasks module.
Control Task List Columns	Allows users access to the eyeball icon to add or remove fields as column headers to any task views they have access to.
Edit Task Detail Screen	Allows a user to be able to add or remove additional task fields to Task Details in the "Custom Fields" section.
Global Tasks	Ability to access Global Tasks from the toolbar and view, edit, update public Global task lists.
Global Task Settings	Ability to access Global Task Settings and add new task lists, edit or delete task lists.
Private Global Tasks	Ability to view global task lists that have been marked as private
Task Approvals	Ability to add users as approvers on a task
Task List Collaborator	The only permission needed for Global Task List Collaborators. This grants access to public Global Tasks and nothing else in the TermSheet workspace.

Properties

Label	Description
Edit Property Layout	Ability to edit/ create new deal layouts.
Property Details	Access to the Property Details tab and any custom property tabs
Property Files	Access to the Property Files tab (access to add, update, edit, delete property files)
Property Notes	Access to the Property Notes Tab (access to add, update, edit, delete property notes).
Property Leases	Access to the Property Leases Tab (access to add, update, edit, delete units and leases)
Property Deals	Access to the Deals tab which shows a list of deals that the property was ever associated with.
Property Nearby	Access to the Nearby Tab which shows a a table of other properties that can be sorted by distance.
Property Custom Objects	Access to the Custom Objects tab when custom objects are present. (access to add new custom object records from the property)
Add New Property	Access to the "Add Property" button and access to create new properties in the workspace.

Maps

Label	Description
Access All Maps	Access the Maps module from the TermSheet header. Access to all search, filters, layers, and features of the map module.
Edit Marker layouts	Ability to edit the fields that are on the pin markers.

Reports

Users with access to reports turned on have the ability to create / delete reports or edit any reports.

Label	Description
Access All PDF Reports	Access to create new reports, view and download existing reports, and delete reports.
Access Report Builder	Access to create new reports, view and download existing reports, and delete reports.

Settings

As a best practice, keep permissions to workspace settings conservative.

Label	Description
General Settings	Access to General Settings and any workspace edits that are housed here.
User	Ability to add new users and change permissions groups applied to users.
Permissions	Ability to change permissions enabled for permission groups
Dropdowns	Ability to add new/hide existing system dropdown values.
Fields	Ability to add, hide, edit or apply actions to any fields throughout the workspace.
Task Templates	Ability to create, edit, delete new task templates.
Task Roles	Ability to add, edit, delete task roles.
Imports	Ability to bulk create / update records in bulk via excel import.
Object Manager	Ability to create new custom objects for the workspace

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