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Setup, access and permission scope

Assign Advanced Task Filters permissions

Grant View and understand the separately registered Create capability. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.

Audience: CRM staff and administratorsPermission: Administrator with role-management accessModule v1.0.4
Jump to steps
Where to goAdmin Area → Setup → Staff → Roles → Open role → Permissions
Before you start
  • Verify the module is active and use the exact navigation shown above.
  • Use an account with the stated module and core CRM permissions.
  • Use known test records when changing statuses, visibility, saved filters or global navigation.

What you’ll accomplish

Grant View and understand the separately registered Create capability. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.

Follow these steps

  1. Go to the role used by the intended staff member.
  2. Find Advanced Task Filters in the permissions list.
  3. Enable View so the menu and controller can be accessed.
  4. Enable Create only where your governance policy requires it.
  5. Save the role and ask the staff member to sign in again if the menu does not refresh immediately.

Fields and options to review

ViewControls module menu/controller access.
CreateRegistered by the module for filter-template creation governance.

Rules the system enforces

  • The controller explicitly checks View or administrator status before loading pages.
  • The source registers Create but does not separately enforce it in the save-template branch; treat View as sufficient in the current implementation and restrict it accordingly.

How to confirm it worked

  • Permission assignment completes without a validation or permission error.
  • The refreshed report, menu or saved-template page shows the expected state.
  • A second authorised user sees only the records and navigation allowed by their core CRM permissions.

Security, privacy and operational checks

  • Test changes with a non-production record or a controlled administrator account before wider rollout.
  • Do not use navigation visibility as a substitute for core CRM record permissions.
  • Grant View only to staff who may analyse the task records available under their core task permissions.
Open Task Filter TemplatesUnderstand which tasks a staff member can seeSetup, access and permission scopeBrowse all Advanced Task Filters guidesUnderstand roles, permissions and visible menusUnderstand the Create-capability limitationAdvanced Lead Filters