Understanding Permission Group Settings

Metadata: Created November 2024, product PAC Classic

Navigating through the intricacies of permission group settings is crucial for effectively managing user access and ensuring data security within PAC Classic's platform. Here's an exhaustive breakdown of the various permission settings and their corresponding access rights:

Setting / Rights Overview:

1. No Access: Denies access to designated folders or functions.
2. Read Only: Grants access to view records and perform queries.
3. Read Only w/ Notes: Allows viewing of Notes fields in addition to Read Only access.
4. Add Only: Permits adding records but not editing.
5. Add/Edit Only: Allows editing of records but not deletion.
6. Full Access: Provides complete access to designated files or functions.

Permission - Access Details:

• Admin Preferences: Manages jurisdiction or PAC selection.
• Activity Management: Controls access to the Activities Tab.
• Bill Management: Manages access to the Bills Tab.
• Collateral Management: Controls access to the Collateral Tab.
• Committee Management: Manages Federal Legislators Congressional Committee information.
• Company Management: Edits company information in Admin.
• Correspondence: Controls batch email or fax sending and forwarding.
• Entity List Management: Adds records to lists.
• Export: Controls record export.
• Force Unlock: Unlocks locked user accounts.
• Generate Earmark Disbursements: Generates earmarked disbursements.
• Generate Pledge Bills: Manages pledge bill generation.
• Import: Imports Individual or Organization records.
• Individual Management: Manages access to the Individuals Tab.
• Issue Management: Manages access to the Issues Tab.
• Jobs Management: Controls access to the Jobs section of Admin.
• Legislator Management: Manages access to the Legislator Tab.
• Link Recalc: Runs Link Recalculation Job based on Zip code.
• Link Service: Runs LinkService Job for retrieving Bill and Vote information.
• List Management: Adds and deletes lists.
• Manage All Jobs: Adds, edits, or deletes jobs.
• Organization Management: Manages access to the Organizations Tab.
• PAC Compliance Reports: Generates PAC compliance reports.
• PAC Disbursement Management: Manages PAC disbursements.
• PAC Event Approval: Approves event payments.
• PAC Event Management: Manages access to the Event Tab.
• PAC Organization Management: Manages access to the Organization Tab.
• PAC Receipt Management: Manages PAC receipts.
• PAC Setup: Edits PAC Setup details.
• PAC Support Files: Adds and deletes PAC support files.
• Permission Groups Management: Manages permission groups.
• Print Checks: Prints checks.
• Profile Configuration / Set Company Default: Configures profile fields and sets defaults.
• Profile Configuration: Configures profile fields.
• Project Management: Manages access to the Project Tab.
• Publish: Controls publishing on the eAdvocacy site.
• Quick Zip Match: Accesses Quick Zip Match feature.
• Reports / Entity Specific: Runs 'canned' reports in each File area.
• Reports / Management: Runs Management Reports in Admin.
• Staff Management: Manages access to the Staff Tab.
• Support File Management: Adds and deletes support files.
• Template Management: Manages XSL templates.
• UDF Batch Replacement: Replaces information in UDF fields.
• UDF Management: Adds and deletes User Defined Fields.
• User Account Management: Manages other user accounts.
• View Activity Sessions: Views active user sessions.
• Vote Management: Manages access to the Votes Tab.

Understanding and configuring these settings ensures smooth operation and data integrity within PAC Classic's platform. For further assistance, users can reach out to our PAC Support team.