This article is specific to the September 2023 Roles release and outlines how teams that opt out of the default roles will have their roles transitioned to the new framework.
Roles Transition:
Admin:
- The current Admin Role will have no change in name. It will continue to be called Admin.
- The Admin Role will be one of the four default roles moving forward and will not be modifiable.
Other Existing Roles:
- Any other Roles existing in the workspace will be transitioned to a custom role. They will keep their current name.
- The legacy permissions they have enabled today will be transitioned to the equivalent new permission. No permissions will be removed or added.
This means that only default roles will have new features enabled automatically since there is no way for TermSheet to know which custom roles should be granted access to new features.
It is highly recommended that you review the permissions associated with your existing roles and determine if there are any additional permissions that should be enabled for the workspace users.
Permission Transition:
Permissions are based on the actions available in TermSheet and have been redesigned to be more specific and comprehensive. The table below outlines which legacy permissions will be mapped to the new permissions.
New Permissions |
Legacy Permission |
|
Dashboards |
Dashboards |
|
|
Add or Edit Dashboards Add or edit any dashboard. |
Enabled by default for all |
|
|
View all Dashboards Access any dashboard. |
Enabled by default for all |
|
|
Delete Dashboards Delete any dashboard. |
Disabled by default for all |
|
Deals |
Deals |
|
|
Add Deal Add a new deal to the workspace. |
Enabled by default for all |
|
|
Add Users to Views Add or remove a user’s access to a deal view |
The ability to add a user to a view | |
|
Add Users to Deals Add or remove a user’s access to a deal. |
Add user to any deal. This can give permission to other users to access a deal. | |
|
Access Any View Access all views - Does not grant access to all deals in all views. |
Access all views within Deals, even if not explicitly added to the view. | |
|
Access Any Deal Access all deals in views the user has access to. |
Allow access all deals, even if not explicitly added to the deal. | |
|
Share Deals Share deal details with anyone via email or link. |
Share one or more deals. | |
|
Deal Details Access the Details tab within a deal. |
Enabled by default for all |
|
|
Deal Files Access the Files tab within a deal. |
Enabled by default for all |
|
|
Deal Tasks Access public deal task lists, and private task lists that the user has access to. |
Enabled by default for all |
|
|
Private Deal Tasks Access all deal task lists, public or private. |
Access all task lists | |
|
Deal Task Settings Access the settings within deal tasks. |
Enabled by default for all |
|
|
Deal Notes Access the Notes tab within a deal. |
Enabled by default for all |
|
|
Deal Insights Access the Insights tab within a deal. |
Enabled by default for all |
|
|
Deal Contacts Access the Contacts tab within a deal. |
Enabled by default for all |
|
|
Deal Custom Objects Access any Custom Objects tab within a deal. |
Enabled by default for all |
|
|
‘Add Deal’ Form Add or remove fields from the “Add Deal” form. |
Modify the create deal form | |
|
Edit Deal Layout Templates Update existing deal layout templates or create new deal layout templates. |
The ability to modify deal layout. | |
|
Edit Dynamic View Filters Save filters in Dynamic views that the user has access to. |
Ability to edit a filter on a dynamic view. | |
|
Deal View Settings Access deal view settings. |
Control views settings which gives a user the ability to add/remove views as well as make them private. |
|
|
Control Deal View Columns Add or remove columns in deal views that the user has access to. |
Control over the visible columns for views. | |
|
Control ‘Group By’ Dropdown Save the “Group By” dropdown selection in a deal view (apply change to all users). |
Control views settings which gives a user the ability to add/remove views as well as make them private. |
|
|
Delete a deal Delete any deal the user has access to. |
Disabled by default for all |
|
Contacts |
Contacts |
|
|
Access all Contacts and Companies Access all contacts or companies created by any user. |
Share contacts across entire account. Disable this if you would like a user to only be able to access contacts that they have created. | |
|
Add Contacts and Companies Add new contacts and/or companies. |
Enabled by default for all |
|
|
Control List Columns Add or remove columns within the contacts or companies list view. |
Disabled by default for all |
|
|
Merge Contacts and Companies Merge contacts and/or companies. |
Enabled by default for all |
|
|
Delete Contacts and Companies Delete contacts and/or companies. |
Disabled by default for all |
|
Tasks |
Tasks |
|
|
Global Tasks Access public Global task lists, and private task lists that the user has access to. |
Enabled by default for all |
|
|
Private Global Tasks Access all Global task lists, public or private. |
Access all task lists |
|
|
Global Task Settings Access settings in Global tasks. |
Disabled by default for all |
|
|
Aggregated Tasks Access to lists of deal tasks - respects the user’s deal level access. |
Enabled by default for all |
|
|
Aggregated Task Views Add new views in Aggregated tasks. |
Enabled by default for all |
|
|
Add Users to Global Tasks Add or remove other user’s access to Global tasks or invite new collaborators to Global task lists. |
Add user to any task list | |
|
Task List Collaborator User with Collaborator Role |
Only able to collaborate on task lists that the user has been assigned to. |
|
Properties |
Properties |
|
|
Add New Property Add a new property. |
Enabled by default for all |
|
|
Property Details Access the Details tab within a property. |
Enabled by default for all |
|
|
Property Files Access the Files tab within a property. |
Enabled by default for all |
|
|
Property Tasks Access public property task lists, and private task lists that the user has access to. |
Enabled by default for all |
|
|
Private Property Tasks Access all property task lists, public or private. |
Access all task lists |
|
|
Property Notes Access the Notes tab within a property. |
Enabled by default for all |
|
|
Property Leases Access the Leases tab within a property. |
Enabled by default for all |
|
|
Property Deals Access the Deals tab within a property. |
Enabled by default for all |
|
|
Property Nearby Access the Nearby tab within a property. |
Enabled by default for all |
|
|
Property Custom Objects Access any Custom Object tabs within a property. |
Enabled by default for all |
|
|
Edit Property Layout Template Update existing property layouts templates or create new property layout templates. |
The ability to modify Property layout. | |
Maps |
Maps |
|
|
Access All Maps Access maps. |
Enabled by default for all |
|
|
Edit Marker Layout Template Add or remove fields from marker info layout template. |
Enabled by default for all |
|
Reports |
Reports |
|
|
Access PDF Reports Add new PDF reports, view all PDF reports, and edit or delete all PDF reports. |
Enabled by default for all |
|
|
Access Report Builder Access to add, view, edit, or delete reports and visualizations |
Enabled by default for all |
|
Settings |
Settings |
|
|
General Access General settings |
Admin access | |
|
Users Access Users in Settings |
Admin access | |
|
Permissions Access Permissions in Settings |
Admin access | |
|
Dropdowns Access Dropdowns in Settings |
Admin access | |
|
Fields Access Fields in Settings |
Admin access | |
|
Task Templates Access Task Templates in Settings |
Admin access | |
|
Task Roles Access Task Roles in Settings |
Admin access | |
|
Sheets Access Sheets in Settings |
Admin access | |
|
Apps Access Apps in Settings |
Admin access | |
|
Code Access Code in Settings |
Admin access | |
|
Imports Access Imports in Settings |
Admin access | |
|
Objects Manager Access Objects Manager in Settings |
Admin access | |
|
Automations Access Automations in Settings |
Admin access | |
|
Notifications Access to change notification settings |
Enabled by default for all |
