Sales Security Tokens

Last Updated:
Prepared by:

14/11/13
Ashley Smith

TABLE OF CONTENTS
1.

Introduction............................................................................................................................................................ 3

2.

Sales_ Security Tokens ............................................................................................................................................. 3

1.1.

SALES_001 ...................................................................................................................................................... 3

1.1.1.

Token Selected ........................................................................................................................................... 3

1.1.2.

Token not Selected .................................................................................................................................... 4

1.2.

SALES_002 ...................................................................................................................................................... 4

1.2.1.

Token Selected ........................................................................................................................................... 4

1.2.2.

Token not Selected .................................................................................................................................... 4

1.3.

SALES_003 ...................................................................................................................................................... 4

1.3.1.

Token Selected ........................................................................................................................................... 5

1.3.2.

Token not Selected .................................................................................................................................... 5

1.4.

SALES_004 ...................................................................................................................................................... 5

1.4.1.

Token Selected ........................................................................................................................................... 5

1.4.2.

Token not Selected .................................................................................................................................... 5

1.5.

SALES_005 ...................................................................................................................................................... 5

1.5.1.

Token Selected ........................................................................................................................................... 5

1.5.2.

Token not Selected .................................................................................................................................... 6

1.6.

SALES_006 ...................................................................................................................................................... 6

1.6.1.

Token Selected ........................................................................................................................................... 6

1.6.2.

Token not Selected .................................................................................................................................... 6

Page 1

1.7.

SALES_008 ...................................................................................................................................................... 7

1.7.1.

Token Selected ........................................................................................................................................... 7

1.7.2.

Token not Selected .................................................................................................................................... 7

1.8.

SALES_009 ...................................................................................................................................................... 8

1.8.1.

Token Selected ........................................................................................................................................... 8

1.8.2.

Token not Selected .................................................................................................................................... 8

1.9.

SALES_010 ...................................................................................................................................................... 8

1.9.1.

Token Selected ........................................................................................................................................... 8

1.9.2.

Token not Selected .................................................................................................................................... 8

1.10.

SALES_011 ...................................................................................................................................................... 9

1.11.

SALES_012 ...................................................................................................................................................... 9

1.11.1.

Token Selected ...................................................................................................................................... 9

1.11.2.

Token not Selected ................................................................................................................................ 9

1.12.

SALES_IMPORT ............................................................................................................................................... 9

1.12.1.

Token Selected ...................................................................................................................................... 9

1.12.2.

Token not Selected .............................................................................................................................. 10

Page 2

1. INTRODUCTION
This document details all security tokens which relate to the Sales application.
Please be aware of the following:

if a token is referred to as selected then the box next to the token name is ticked in Security Management;
if an option is referred to as greyed out the user will be unable to select the option, preventing them from
proceeding;
if a token is referred to as historical it no longer applies to Legend these tokens can be selected or not
selected without any change to the users permissions;
tokens are grouped according to their prefix in security management.

2. SALES_ SECURITY TOKENS

Please note that there is no existing token that controls the ability to open Sales. By default all Legend users will be
able to open Sales.
1.1. SALES_001
This token controls the users ability to create a new contact by selecting New Contact, entering the appropriate
details and selecting Save.
1.1.1. TOKEN SELECTED
If the token is selected the user will be able to create a new contact by selecting the New Contact option.

Page 3

1.1.2. TOKEN NOT SELECTED

If the token is not selected the user will receive an insufficient permissions error message when selecting the Save
option.

1.2. SALES_002
This token controls the users ability to select another Salesperson from the drop down box in the Contact screen.
1.2.1. TOKEN SELECTED
If the token is selected the user will be able to select another Salesperson, as shown.

1.2.2. TOKEN NOT SELECTED

If the token is not selected the user will receive an insufficient permissions error message when attempting to
change the Salesperson.

1.3. SALES_003
Page 4

This token controls the users ability to edit an existing contact.

1.3.1. TOKEN SELECTED
If the token is selected the user will be able to edit and save an existing contact.
1.3.2. TOKEN NOT SELECTED
If the token is not selected the user will receive an insufficient permissions error message when selecting the Save
option after they have made the appropriate changes.

1.4. SALES_004
This token controls the users ability to access the Set Location option, within the Tools menu.
1.4.1. TOKEN SELECTED
If the token is selected the user will be able to select the Set Location option.

1.4.2. TOKEN NOT SELECTED

If the token is not selected the Set Location option will be greyed out.

1.5. SALES_005
This token controls the users ability to access the Delete Contact option, within the Contact menu.
1.5.1. TOKEN SELECTED
If the token is selected the user will be able to select the Delete Contact option.

Page 5

1.5.2. TOKEN NOT SELECTED

If the token is not selected the Delete Contact option will be greyed out.

1.6. SALES_006
This token controls the users ability to edit the Club before saving a contact.
1.6.1. TOKEN SELECTED
If the token is selected the user will be able to select another club, as shown.

1.6.2. TOKEN NOT SELECTED

If the token is not selected the Club dropdown box will be greyed out.

Page 6

**PLEASE NOTE THERE IS NO SALES_007 TOKEN, THIS HAS NOT BEEN OMITED**
1.7. SALES_008
This token controls the users ability to access the Recurring Settings tab, within the New Activity form. This is
accessed by selecting a Contact, selecting the Activities tab at the bottom of the screen, and double clicking an
empty slot.
1.7.1. TOKEN SELECTED
If the token is selected the user will be able to access the Recurring Settings tab.

1.7.2. TOKEN NOT SELECTED

If the token is not selected the Recurring Settings tab will be greyed out.

Page 7

1.8. SALES_009
This token controls the users ability to save a new contact without including a title.
1.8.1. TOKEN SELECTED
If the token is selected the user will be able to save a contact without a title.
1.8.2. TOKEN NOT SELECTED
If the token is not selected the user will see the error below, and the contact will not be saved.

1.9. SALES_010
This token controls the users ability to access the Batch Update option under the Tools tab.
1.9.1. TOKEN SELECTED
If the token is selected the user will be able to access the Batch Update option.

1.9.2. TOKEN NOT SELECTED

If the token is not selected the Batch Update option will be greyed out.
Page 8

1.10.

SALES_011

This token is historical.

1.11.

SALES_012

This token controls the users ability to create duplicate prospects. Please note a Replicated Prospect Check will
need to be created in Control Panel >> Data >> Prospect >> Replicated Prospect Check before the Sales application
can check for duplicates.
1.11.1. TOKEN SELECTED
If the token is selected the user will see the message below when attempting to create a duplicate prospect. They
will be able to select Yes and the prospect will be created.

1.11.2. TOKEN NOT SELECTED

If the token is not selected the user will see the error message below when attempting to create a duplicate
prospect. The users choice of OK or Cancel is irrelevant; the prospect will not be created no matter which option
they choose.

1.12.

SALES_IMPORT

This token controls the users ability to use the Import Prospect desktop icon to import prospects.
1.12.1. TOKEN SELECTED
If the token is selected the user will be able to access the Legend Prospect Import Wizard.

Page 9

1.12.2. TOKEN NOT SELECTED

If the token is not selected the user will receive an insufficient permissions error message when selecting the Import
Prospects icon.

Page 10