The System Administrator (SAdm) works throughout the TekStack Application with access to most of the functions in the program. You will see that the security role of the System Administrator is numbered according to the area of work that needs to be undertaken.

System Administrator 03

This role gives the SAdm Edit access to the Outbound and Sales areas including related items in the Configure area. You have Read (Only) the dashboards in both areas.

System Administrator 04

This role gives the SAdm Edit access to the Delivery area including related items in the Configure area. This role has Read (Only) access to the dashboards.

System Administrator 07

This role gives the SAdm Edit access to the Delivery and Revenue areas including-related items found in the Configure area.It allows Read (Only) access to dashboards. Invoices as well as the Revenue section of the Configure area.

System Administrator 08

This role gives the SAdm access Edit access to the Revenue area including the dashboards. It includes Edit access to related items in the Configure area.

System Administrator 10

This role gives the SAdm Edit access to the Marketing area including the dashboards.

System Administrator 12

This role gives the SAdm Edit access to TekStack Helpdesk area but Read (Only) for dashboards in that area.

Features Availability Matrix

In the following table, you will see a matrix of all the functions for each SyA Security role.

Legend: E = Edit, R = Read Only

Area Menu Section Functions Specifics SAdm 03 SAdm 04 SAdm 07 SAdm 08 SAdm 10 SAdm 12
Marketing          
 My Work        
  Marketing Dashboards     E 
   Marketing Performance      
   Inbound Triage      
  Activities     E 
 Marketing Activity        
  Campaigns     E 
  Campaign Reponses     E 
  Events     E 
  Posted Forms     E 
  Emails     E 
 Audiences        
  Accounts     E 
  Contacts     E 
Outbound          
 My Work        
  My Daily Look       
   My Daily Look (Default)E     
   My Sequence ActivityE     
   Sales Activity TrendsE     
   Sales OpportunitiesE     
  Activities E     
 Sales Acceleration        
  Sales Acceleration Activities E  E  
  Sequences E  E  
  Sequence Instances E  E  
  Templates E  E  
 Customers  E     
  Accounts E  E  
  Contacts E  E  
Sales          
 My Work        
  My Daily Look E  E  
   My Daily LookE     
   My Sequence ActivityE     
   Sales Activity Trends (Default)E     
   Sales OpportunitiesE     
  Activities E  E  
 Sales        
  Opportunities E  E  
  Competitors E     
 Customers        
  Accounts E  E  
  Contacts E  E  
Delivery          
 My Work        
  My Work  EE   
  Project OversightProject Delivery EE   
   Project Variance by Classification EE   
  Activities  EE   
 Project        
  Projects  EE   
  Issue Log  E    
  Time Entry Approval  EE   
  Time Sheets  EE   
 Resource Management        
  Resources  EE   
  Utilization Report  EE   
 Customers   E    
  Accounts  EE   
  Contacts  EE   
Revenue          
 My Work        
  My Daily Look    E  
   Project Delivery  E   
   Project Variance by Classification  E   
   My Work  E   
  Activities   EE  
 Services Invoices        
  Time Entry Invoicing   E   
  Milestone Invoicing   E   
 Subscriptions        
  Opportunities    E  
  Orders    E  
 Customers        
  Accounts   EE  
  Contacts   EE  
 Invoices        
  Invoices   EE  
  Invoice Approvals   EE  
 Revenue        
  Revenue    E  
Help Desk          
 My Work        
  Dashboards      E
   TBD      
   TBD      
  Activities      E
 Support        
  Cases      E
  Knowledge Articles      E
 Customers        
  Accounts      E
  Contacts      E
Configure          
 TekStack Admin        
  TekStack Configurations EEEE  
  Data Grid Button Configurations EEEE  
  Domain Black List EEEE  
 Sales        
  Products E  E  
  Units E  E  
  Price Lists E  E  
  Product Classifications E  E  
  Product Families E  E  
  Decision Factors E  E  
  Connections E  E  
  Industries E  E  
    Disqualify Reason E  E  
    Nurture Reason E  E  
  Account Relationships E  E  
 Sales Accelerator        
  Sales Accelerator User E  E  
  Configurable Values E  E  
  Sales Accelerator Configurations E  E  
  Sequences E  E  
  Stages E  E  
  Events E  E  
 Templates        
  Projects  EE   
  Project Tasks  EE   
  User Stories  EE   
  Actions  EE   
 Project Setup        
  Costs  EE   
  Price Lists  EE   
  Project Classification  EE   
  Project Task Classification  EE   
  User Story Classification  EE   
  Roles  EE   
  Units  EE   
 Revenue        
  Tax Groups   EE  
  Tax Code Details   EE  
  Payment Terms   EE  
 Organization  E     
  Business Units EEEE  
  Industries EEEE  
  Teams EEEE  
  Users EEEE  
  State/Province EEEE  
  Country EEEE  
 Email Templates        
  Email Templates E E EE  

 
    

Back to top