Company Maintenance

• Add - Allows your users to create new companies that call in
• Edit - Allows your users to modify the company phone number
• Inquire - Without this, we can't query what companies exist.

Contacts

• Add - Allows your users to create new contacts for users who call in
• Edit - Allows your users to update contact information
• Inquire - Without this, we can't do anything.

CRM/Sales Activities

• Add - Allows your users to create new activities, for things like call records
• Edit - Allows activities to be edited, to do things like attach recordings
• Inquire - Without this, we can't do anything with activities.

Manage Attachments

• Add - Allows your users to attach call recordings, ingest MMS message images, and utilize Voicemail to Ticket
• Inquire - Required to add

Notes

• Add - Allows your users to add company and contact notes
• Edit - Allows your users to modify company and contact notes
• Inquire - Allows your users to review company and contact notes in 1stream

Agreements

• Add - Allows you to add agreements to tickets
• Inquire - Required to touch agreements

Billing View Time

• Inquire - Required for access to time entry data

Project Headers

• Add - Allows users the ability to add projects. This is not a public capability as of October 2024.
• Edit - Allows users the ability to edit projects. This is not a public capability as of October 2024.
• Inquire - Required to view project tickets

Project Tickets

• Add - Allows users to create project tickets. This is not a public capability as of October 2024.
• Edit - Allows your users to edit project tickets.
• Inquire - Allows your users to view project tickets.

Opportunity

• Add - Allows your users to add opportunities.
• Edit - Allows your users to edit opportunities.
• Inquire - Required to work with opportunities.

Close Service Tickets

• Add - Allows closing tickets
• Edit - Allows closing tickets
• Inquire - Allows viewing closed ticket statuses

Resource Scheduling

• Add - Allows your users to schedule tickets
• Edit - Allows your users to modify schedules on tickets
• Inquire - Allows your users to view schedules on tickets

Service Tickets

• Add - Allows your users to create tickets
• Edit - Allows your users to modify tickets
• Inquire - Required to work with tickets

Managed Hosted API

• Add - Allows adding the Pods for click to dial
• Edit - Allows editing the Pod for click to dial
• Inquire - Allows viewing the pods, required for above
• You can Customize this one to limit certain pods from our view

Member Maintenance

• Inquire - Required to view the list of members in the system

My Company

• Inquire - Required to pull information about the company/instance itself.

Table Setup

• Add - Allows adding data to the necessary system tables.
• Inquire - Allows pulling data from the necessary system tables.
• You can Customize this one, limiting to the tables below specifically:
  • Company
    • Company Status
    • Company Type
    • Configuration
    • Configuration Status
    • Note Type
  • Contacts
    • Communication Type
    • Contact Type
  • General
    • Custom Fields
    • Manage Hosted API
  • Opportunities
    • Campaign Status
    • Campaign Type
    • Opportunity Status
    • Opportunity Type
  • Project
    • Project Board
    • Project Status
    • Project Type
  • Service
    • Priority
    • Service Board
    • SLA
    • Source
  • Time
    • Work Role
    • Work Type

Time Entry

• Add - Allows your users to create time entries
• Edit - Allows your users to edit time entries. This is not a public capability as of October 2024.
• Inquire - Allows your users to view time entries