The Operator Portfolio has been enhanced to support more control over which territory team members can update an Operator Profile. With this new change the default is to allow only the Customer Manager or anyone in the Customer Manager chain (i.e. primary manager of the territory, parent territory, etc...) to edit and view the restricted notes and files associated with Operator Profile. To allow other members of the Territory Team (typically piers to the Customer Manager) to edit and view restricted information they must be given explicit permission to do so by granting the them the "Operator Profile Editing" permission via secure area. The permissions that have been granted to a user can be seen on the groups page of their staff record in the FSLibrary.

The initial impact of this change to our existing customer will be negligible as all of our users in a Customer Manager for an Operator had to have been given this permission to edit their Operator Profiles. Going forward it is recommended that this permission not be given to all Customer Managers for Operator unless they need to be able to edit accounts that do not belong to them.

Also at this time another change was made to allow for better control over the Classifcation field on an Operator Profile. The Classification field is an important field in the overall makup of an Operator Portfolio in that it plays a part in describing the the "value" of an Operator Profile to the client in the same way that the Focus Account field does. As such this field has been moved to the Account Management Section of the Operator Profile and access to this is tightly controlled as is Focus Account.

The ability to change this field and other fields within the Account Management section of the Operator Profile is controlled via the "Operator Profile Account Management Field Access" permission. This was the permission that was used to control the ability to change just the Focus Account status but has been renamed to better align with it's purpose.

This change will impact all users in that before this change anyone that could edit an Operator Profile could change the value of classification. With this change in place, only the users that were previously able to change the Focus Account status will be able to change Classification.

In addition to allow the user to change Classification and Focus Account status, the "Operator Profile Account Management Field Access" permission also allows the user to Edit the profile if they didn't have this ability from another permission or via the Customer Management chain and they can change the the assignment fields as well (within their territory span of visibility).

Also not that the definition of each permission is displayed at the bottom of the groups tab in the staff/contacts directories in the library to help us better understand the permissions.

This is a very significant change to our platform and as such I expect that there will be some secondary changes that follow as we better understand it's implications on the user base. Please let me know if you have any questions or run into any problems.

Cheers,

Michael