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 Activity | E | ||||||||
Sales Activity Trends | E | ||||||||
Sales Opportunities | E | ||||||||
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 Look | E | ||||||||
My Sequence Activity | E | ||||||||
Sales Activity Trends (Default) | E | ||||||||
Sales Opportunities | E | ||||||||
Activities | E | E | |||||||
Sales | |||||||||
Opportunities | E | E | |||||||
Competitors | E | ||||||||
Customers | |||||||||
Accounts | E | E | |||||||
Contacts | E | E | |||||||
Delivery | |||||||||
My Work | |||||||||
My Work | E | E | |||||||
Project Oversight | Project Delivery | E | E | ||||||
Project Variance by Classification | E | E | |||||||
Activities | E | E | |||||||
Project | |||||||||
Projects | E | E | |||||||
Issue Log | E | ||||||||
Time Entry Approval | E | E | |||||||
Time Sheets | E | E | |||||||
Resource Management | |||||||||
Resources | E | E | |||||||
Utilization Report | E | E | |||||||
Customers | E | ||||||||
Accounts | E | E | |||||||
Contacts | E | E | |||||||
Revenue | |||||||||
My Work | |||||||||
My Daily Look | E | ||||||||
Project Delivery | E | ||||||||
Project Variance by Classification | E | ||||||||
My Work | E | ||||||||
Activities | E | E | |||||||
Services Invoices | |||||||||
Time Entry Invoicing | E | ||||||||
Milestone Invoicing | E | ||||||||
Subscriptions | |||||||||
Opportunities | E | ||||||||
Orders | E | ||||||||
Customers | |||||||||
Accounts | E | E | |||||||
Contacts | E | E | |||||||
Invoices | |||||||||
Invoices | E | E | |||||||
Invoice Approvals | E | E | |||||||
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 | E | E | E | E | |||||
Data Grid Button Configurations | E | E | E | E | |||||
Domain Black List | E | E | E | E | |||||
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 | E | E | |||||||
Project Tasks | E | E | |||||||
User Stories | E | E | |||||||
Actions | E | E | |||||||
Project Setup | |||||||||
Costs | E | E | |||||||
Price Lists | E | E | |||||||
Project Classification | E | E | |||||||
Project Task Classification | E | E | |||||||
User Story Classification | E | E | |||||||
Roles | E | E | |||||||
Units | E | E | |||||||
Revenue | |||||||||
Tax Groups | E | E | |||||||
Tax Code Details | E | E | |||||||
Payment Terms | E | E | |||||||
Organization | E | ||||||||
Business Units | E | E | E | E | |||||
Industries | E | E | E | E | |||||
Teams | E | E | E | E | |||||
Users | E | E | E | E | |||||
State/Province | E | E | E | E | |||||
Country | E | E | E | E | |||||
Email Templates | |||||||||
Email Templates | E | E | E | E |