Setting permissions for Panel Manager v7.04
The security group functions that control access to Panel Manager are as follows:
| Allow user view-only access to Panel Manager including executing existing filters, the prize draw function and exporting panellist data | PanelManagement and Maintenance/Filter/Execute |
| Allow user to create new filters and use a simple filter | Maintenance/Filters/New |
| Allow user to modify existing filters | Maintenance/Filters/Modify |
| Allow user to modify panellist details and deactivate panellists | PanelManagement/Panellist/Modify |
| Allow user to activate panellists | PanelManagement/Panellist/Modify and Community |
| Allows users to anonymise panellists | PanelManagement/Panellist/Anonymise |
| Allows users to delete panellists | PanelManagement/Panellist/Delete |
| Allow user to edit panellist details | PanelManagement/Panellist/Modify |
| Allow user to view panellist history | PanelManagement/History |
| Allow user to export panellist history | PanelManagement/History/Export |
| Allow user to add a manual adjustment to a panellist | PanelManagement/History/New |
| Allow user to create new mailings | PanelManagement/Panellist/Mailing/New |
| Allow user to modify existing filter mailings, add new mailing waves or delete existing mailing waves | PanelManagement/Panellist/Mailing/Modify |
| Allow user to send mailing waves and test emails | PanelManagement/Panellist/Mailing/Send |
| Allow user to delete filter mailings | PanelManagement/Panellist/Mailing/Delete |
| Allow user to view email recipients | Administration/MailingQueue/Recipients |
| Allow user to view filter mailings from Mailing Manager | PanelManagement/Panellist/Mailing |
When setting up security groups, it is a good idea to log in as a user with access to the new security group to ensure it has been set up as required. Functions that the user does not have access to will either be hidden or will display an error message if the user attempts to use them. If a user is a member of more than one security group they may have access to other functions through the other groups.