Office Accelerator® Support

User Rights Settings

The Administrator - Set User Rights app is used to set User Application Rights for each individual Office Accelerator User Account. To set user rights for a given Office Accelerator user account, follow the directions below.

  1. From the Office Accelerator phone book, select |File|Administrator|User Right Settings|.
  2. From the |Administrator - Set User Rights| dialog box, highlight the user whose application rights you wish to modify and click the |Modify| button. Office Accelerator Administrator App - Checking User Proxies
  3. By default, users will be assigned |Standard User| application rights. Office Accelerator Administrator App - Checking User Proxies

There are four User Level Pre-set Contact Rights Settings. 

  • User Has Read-Only Rights to Contact Data: Users with this contact access level set cannot edit contact data.
  • Standard User (recommended for most users): By default, new users are assigned Standard User rights. Standard users have access to the basic functions necessary to use the Office Accelerator phone book.
  • Power User: Provides added functionality for advanced features.
  • Assign All Rights (assign very Sparingly: Used strictly for administrators
  • Customize Rights: Use to customize a user rights

Phone Book Application Rights (Phone Book Tab)

Actions Description
Enable the User to Assign Actions to Any User When Assigning Appointments, Tasks, or All Day Event, user can assign the action to another user i.e. scheduler can assign appointments to others users.
Enable the User to Assign Actions to Proxies

(Standard User)
User can assign actions to proxies (other Office Accelerator users whose personal contact and calendar data you have access to).
Categories Description
Create New Categories and Subcategories
 
(Power User)
Provides user with rights to create and modify categories which are used to partition contact data.
Create New Subcategories under Categories created by ANY user Provides user with rights to create and modify subcategories within a category that created by any user.
Delete Categories and Subcategories created by ANY user
 
(Assign Sparingly)
Provides user the rights necessary to delete categories and should assigned carefully. Note: Categories can now be undeleted. Also, Note: Categories can be assigned access level rights. If a user (even a user with this right assigned) does not have access rights to the category, the category will not be visible to the user.
Rename Categories and Subcategories created by any user Provides user the right to rename categories and subcategories create by any user.
Save a group of contacts to a category

(Standard User)
User can save one or more contacts in the Current Search Result to a Category. Note: Categories can be assigned access level rights. If a user (even a user with this right assigned) does not have access rights to the category, the category will not be visible to the user.
Set Access Rights to Categories and Subcategories created by ANY user Provides user the right to set 'access rights' on categories and subcategories. Access rights provide control over which users can view and/or edit categories.
Contact Description
Allow Deletion of All Contacts in Current Search Result

(assign sparingly)
Provides user the right to group delete contacts. Note: Contacts can now be undeleted
Allow Group Address Changes

(Power User)
Provides user the right to change an address block across multiple contacts i.e. a group of contacts working for the same firm move addresses can be group changed as opposed to editing one at a time.
Allow Group Custom Field Changes

(Power User)
Provides user the right to group edit/change custom fields (user defined fields) i.e. change all values in Custom Field 'Received NewsLetter' to True etc.
Allow Group Email Changes Provides user the right to group change email address i.e. company changes email domain name etc.
Allow Group Phone Book Changes

(Power User)
Provides user the right to group change phone numbers for a group of contacts.
Allow Group WebPage Changes

(Power User)
Provides user the right to group change the webpage field(s) for a group of contacts.
Allow the User to Add Document Links to a Contact

(Standard User)
Provides user the right to add Doc Links to a contact. A document link is pointer to a document on your local drive or cloud based service linking the resource to a contact
Create New Contacts

(Standard User)
Provides user the right add new contacts to the database.
Edit Contact When Contact Access Level Permits
 
(Standard User)
Provides user the right to edit contacts. Note: Contact access level must be appropriately set, e.g. contact with access level set to owner only cannot be edited by another user etc.
Force Locked Contacts to be Unlocked Provides user the right to unlock a contact that is being edited. The user editing the contact will lose any changes make to the contact, this is an advanced user right.
Set Contact Access Level for Contacts Owned or Proxied

(Standard User)
Provides user the right to set contact access level on contacts they own or are proxy to (contact owned by other users but shared to the user).
Show Created By and Last Edited By

(Standard User)
If enabled, created by and last edited by data will be displayed in the |Details| tab of the |Contact Edit| screen for each contact created and edited by user
Contact Deletion Description
Delete Contacts Owned by ANY user

(assign sparingly)
Provides user the right to delete contacts owned by any user. However, the user must have access to the contact e.g. if a contact access level is set to 'Owner Only', it will not be returned to the search result for a non-owner and therefore cannot be deleted by a non-owner even with this user right set.
Delete contacts owned by the user or proxies

(Standard User)
Provides user the right to delete owned contacts and those that the user is proxy to (contacts owned by other users the user has access to).
Delete 'In Use' contacts, which are contacts in another user's folder

(assign sparingly)
Provides user the right to delete contacts which are in another users personal folder(s) such as the My Phone Book folder. These contacts would be considered 'in use' contacts.
Contact Owner Description
Assign ownership of an entire search result

(assign sparingly)
Provides user the right to change/assign ownership of an entire group of contacts (the contacts in the current search result). Changing ownership of contacts is used to create private and specific share contacts via Contact Access Level.
Assign ownership of ANY contact to this user

(assign sparingly)
Provides user the right to take ownership of any contact regardless of owner. Access level on contact must be set such that the user has access to the contact.
Assign ownership of ANY contact to 'unowned'

(assign sparingly)
Provides user the right to assign contact ownership to 'No Owner'. No Owner contacts are typically globally shared contacts (firm wide contacts) that all users would need access to.
Assign ownership of proxy contacts to this user Provides user the right to take ownership of all proxy owned (personal contacts of other users shared to this user) contacts.
Assign ownership of self-owned contacts to ANY user Provides user the right to assign contact ownership on self-owned contacts to ANY user.
Assign ownership of self-owned contacts to 'unowned' Provides user the right to assign ownership of self-owned contacts to 'No Owner'. No Owner contacts are typically globally shared contacts (firm wide contacts) that all users would need access to.
Assign ownership of self-owned contacts to user proxies Provides user the right to assign self-owned contacts to any user. User can assign ownership of self-owned contacts to any Office Accelerator user with the account.
Assign ownership of unowned contacts to ANY user

(assign sparingly)
Provides user the right to assign ownership of contacts that have no user ownership. Contacts that are not owned by a user are denoted as 'No Owner'.
Assign ownership of unowned contacts to this user

(assign sparingly)
Provides user the right to assign contacts denoted as 'No Owner' and make them self-owned. In other words, ownership of contacts that are not owned by anyone (denoted as 'No Owner') can be change to self-owned for the given user.
Be the owner when creating a new contact Provide the user the right to make newly created contacts self-owned by default. For example, if the user adds a new contact to the database, the ownership will be set to the user that added the contact.
Contact Wizard Description
Enable the User to Turn Off Duplicate Contact Checking (option is under the Preference Menu) If selected, user can select |File|Options|New Contact Wizard|, select the |Steps| tab and check the option entitled |Turn off the New Contact Duplicate Checking|.
Enable the User to Turn Off the New Contact Wizard If selected, user can select |File|Options|New Contact Wizard|, select the |Steps| tab and check the option entitled |Turn off the New Contact Wizard|.
Duplicate Contact Merging Description
Enable Duplicate Contact Merge Features (Power User) If selected, user can use the Duplicate Contact Merge features located within the Phone Book |Tools| menu (Duplicate Contact Removal, Advanced Duplicate Contact Removal, & Merge Selected Contacts).
Enable the 'Contact Deletion' Rights when Merging Duplicate Contacts To merge two contacts (duplicates) a user needs to have delete rights to both contacts. Enabling this user right will override this requirement.
Enable the 'Contact Owner' Right when Merging Duplicate Contacts To merge two contacts both contacts must be owned by the same user or both must be public (access everyone). Enabling this right overrides this requirement.
Enterprise Mailer Description
Assigned Self-Owned Mailer to ANY user. Provide the right to assign a self-owned Enterprise Mailer to any Office Accelerator user. Typically, this is for the purpose of assigning management of the mailing to another user. The Enterprise Mailer is used to created mailing list for events such as Christmas parties and tracks which users users should sign which card(s) in specific card bundles.
Assign unowned mailer to this user Provide the right to assign a mailer that is not owned (no owner) to self.
Create New Mailers If enabled, provides user with the right to create new mailers using the Enterprise Mailer feature
Export and Import Description
Export Contact Data (Power User) If enabled, provides user with the necessary rights to export data. Export features are available within the |Tools| menu of the Office Accelerator phone book
Import Contact Data If enabled, provides user with the necessary rights to import data. Import features are available within the |Tools| menu of the Office Accelerator phone book
Fields Description
Create New Custom Field Panel If enabled, provides user the right to create new Custom Field Panels. Custom field panels help categorize custom fields, and are created and edited via the |File|Edit Custom Field Panels| menu within the Office Accelerator phone book.
Create New Custom Fields If enabled, provides user the right to create Custom Fields. Custom fields are user definable fields in Office Accelerator and can be created and edited via the |File|Custom Fields| menu within the Office Accelerator phone book.
Edit Existing Field Settings If enabled, provides user the right to modify field drop down lists. Drop down lists are user defined values for fields that can be selected when adding information to custom fields.
Modify Existing Field Panels If enabled, provides user the right to modify existing Custom Fields Panels. Custom field Panels help categorize custom fields, and are created and edited via the |File|Edit Custom Field Panels| menu within the Office Accelerator phone book.
Folders Description
Create New Public Folders (Power User) Provides the right to create new public folders. Public folders are folders that are available to all Office Accelerator users, though access rights on public folders can be set.
Delete folders created by ANY user (assign sparingly) Provides right to delete folder created and owned by any Office Accelerator user. To delete a folder, right click on the folder and select |Delete Folder or List|.
Delete Public Folders created by the user or proxies (Power User) Provides right to delete folders create by the user and the users proxies. To delete a folder, right click on the folder and select |Delete Folder or List|.
Rename folders created by ANY user Provides right to rename folders owned or created by any Office Accelerator user. To rename a folder, right click the folder, select |Properties|, click |Edit| under the |Details| tab and enter a new value for the folder name.
Set Access Rights to Public Folders created by ANY user (assign sparingly) Provides right to set access rights to folders create by any users. To set access rights on a folder, right click on the folder and select |Properties|. From the |Access| tab configure the appropriate access level.
Set Access Rights to Shared Folders created by ANY user (assign sparingly) Provides the option to assign access rights to folder created by any Office Accelerator user. To set access rights on a folder, right click on the folder and select |Properties|. From the |Access| tab configure the appropriate access level.
View All User 'My Phone Book' Provides option to view all of the personal |My Phone Book| folders of each Office Accelerator user. The My Phone Book folder is a special attribute folder which stores the personal contacts of each Office Accelerator user and can be used to isolate personal contacts for syncing. This right provides the ability to view the folder and contents of the folder but not add contacts to it. Further, if access rights on contacts within a users personal My Phone Book folder (or any folder) is set to owner only, only the owner of the contact(s) can view the contact.
Key Folders Description
Enable the User to remove Firm 'Key Folders' that were setup by other users Provides the right to remove 'Key Folders'. Key folders are those folders that a company or user has denoted and marked as important. Contacts placed in these key folders are color coded. Blue color code indicates the contact is key to the firm and red indicates it is key to the user. Both red and blue on a contact indicate the contact is within both red and blue folders.
Enable the User to setup Firm Key Folders Provides rights to setup firm Key Folders. Firm Key Folders are configured by selecting |File|Options|Folder Options| from within the Office Accelerator phone book, then selecting the |Key (Colored) Folders| tab, clicking the |Click here to modify the 'Key Folders'| button and selecting the desired key folders.
Lists Description
Create New Lists under folders created by ANY user (assign sparingly) Provides the right to create new lists under folder created by ANY Office Accelerator user. Lists provide further subdivision to folders for organizational purpose.
Create New Lists under Public folders with full access (power user). Provides access rights to create list within public folders that have full access rights for all Office Accelerator users.
Delete Lists created by ANY user (assign sparingly) Provides user right to create lists that were created by any Office Accelerator user. User must have access rights to the folder.
Delete Lists in Public Folders if the list or folder is created by the user or proxies (Power User) Provides user right to delete lists in the Public Folder if the list is created by the user or user proxies.
Delete Lists under Shared folders with full access (assign sparingly) Provides right to delete lists under shared folders with full access rights applied.
Rename Lists created by ANY user (assign sparingly) Provides right to rename lists that were created by any Office Accelerator user.
Rename Lists under Public folders with full access (Power User) Provides right to rename lists within Public Folders. Lists must have full access rights assigned.
Macro Suite Description
Create New Public Documents (Power User) Provides user the right to create new Public Documents. Public documents are those created via the Accelerator Macro Suite and made accessible to other Office Accelerator users. These documents include merge fields that merge data from any field within Office Accelerator to a preformatted or customized Word or WordPerfect document using the Accelerator menu option (available for install under the add-ins menu within the Office Accelerator phone book).
Enable Email Merge Provides the right to merge data to Microsoft Outlook 2007 and above. This feature works with the Accelerator Macro Suite and merges any document created within the Accelerator menu to Microsoft Outlook where it is automatically sent to the outbox.
Mailing Lists Description
Enable the User to remove Firm Mailing Lists that were setup by other user Enables the User to remove Firm Mailing Lists created by another user.
Enable the User to setup Firm Mailing Lists Provides rights to setup firm mailing lists.

Marketing

You can disable the Office Accelerator Email Marketing feature on a per user basis. Disabling this feature prevents the user from accessing the Email Marketing Feature within the Office Accelerator phone book. To turn off access to the Email Marketing feature, select |File|Administrator|User Rights Settings. Highlight the appropriate user in the list and click the |Modify| button. Click the |Marketing| tab and check the box entitled |Disable Email Marketing|. Click the |Save| button to save your settings.

Advanced Owner

The |Advanced Owner| application rights provide options to set default contact owner and access levels on a per user basis. The following options are available:

  • Always Default the New Contact Owner to: Use this option to set the default owner on new contacts for a given user. For example, a data entry user creates contacts for a marketing director.
  • Override all other New Contact Ownership rights: Works with the |Always Default the New Contact Owner to| option. When selected, overrides all other (if any) contact ownership settings.
  • Force New Contacts into Owner's My Phone Book (PB): When checked, places new contacts in the owners My Phone Book folder. The My Phone Book folder is used to store a user personal contacts.
  • Default Contact Access Level: Used to set the default access rights on newly entered contacts.

Outlook Sync

The Office Accelerator Outlook Sync is used to synchronize your Office Accelerator data to Microsoft Outlook 2007 or higher. The following options are available:

  • Allow the user to sync contacts: Select this option to provide access to the Office Accelerator Outlook Contact Sync. If enabled, the Office Accelerator |Outlook Sync| application will be displayed as an add-in option within the Office Accelerator Add-Ins menu in the phone book.
  • Contact Folder to Sync: This section provides options to allow or disallow users the ability to sync to the My Phone Book folder, a Specific Sub-Folder of the My Phone Folder, and/or a subfolder of 'My Other Folders'.
  • Contact Notes to Sync: This section provides options to allow or disallow syncing of public and/or private notes.
  • Allow the user to sync the calendar: Selecting this box provides the access rights to sync the users calendar to Outlook, deselecting the box will remove the user right.

BlackBerry

This application right provides access to the Office Accelerator Blackberry Sync

  • Allow the user to sync contacts: Select this option to provide access to the Blackberry Sync Feature. If enabled, the Blackberry sync application will be displayed as an add-in option within the Office Accelerator Add-Ins menu in the phone book. The BlackBerry sync app is available via BlackBerry App World and can be located by searching for Office Accelerator.
  • Contact Folder to Sync: Provides option to allow or disallow user Blackberry sync to My Phone Book folder, Any subfolder of My Phone Book, Any subfolder of My Other Folders, and/or Any Proxy's Phone Book.
  • Contact notes to Sync: Provides options to allow or disallow user Blackberry sync to Public or Private notes.
  • Allow User to sync the calendar: Provides option to allow or disallow user to sync the Office Accelerator calendar.