Role Management Matrix of CRMS

Role	Merchandiser	Manager	Admin
Agent/ Merchandiser Create, Edit, Delete	X	X	Y
Contact Group View, Create, Edit, Delete	View	All	All
Contact Assign under a Group	Own	All	All
Contact View, Create, Edit, Delete	Own	All	All
Contact Assign to Other Agents	X	Y	Y
Contact Assign under a Company	Y	Y	Y
Company Assign under a Contact	Y	Y	Y
Company Assign to Other Agents	X	Y	Y
Company View, Create, Edit, Delete	Own	All	All
Schedule View Create, Edit, Delete	Own	All	All
Schedule Assign To Other Agents	All	All	All
Log View Create, Edit, Delete	Own	All	All
Activities View	Own	All	All
Save Note on Contact & Company	Own	All	All
Save Note Edit & Delete	Own	All	All
Task Assign on Contact & Company	All	All	All
Task Edit & Delete	Own	All	All
Export All Contact Information	X	X	Y
Export All Company Information	X	X	Y
Export All Agent Information	X	X	Y
View All Reports	Own	All	All