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Manager

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Enabled: Lets you perform functions related to follow-ups requiring manager-level permissions.

Disabled: Prevents you from performing functions related to follow-ups requiring a Manager Override.

A Manager user has greater permissions than a basic User.

Basic Users

Manager User

View any follow-up.

View any follow-up.

Modify only follow-ups assigned to you, or to a group to which you belong.

Modify any follow-up.

Search for any follow-up.

Search for any follow-up.

Assign a follow-up to any user or group that has permission for follow-ups, but receive a warning if it is not assigned to you or a group to which you belong.

Assign a follow-up to any user or group that has permission for follow-ups.