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Categories CRM App
Created by Guest
Created on May 17, 2024

Add Granular User Security Restrictions to CRM

There doesn't seem to be any admin control for granular security in CRM, any CRM user can access anything, although it cand be considered useful information why does every user need to access purchase information for your suppliers, the marketing tab should be just for the marketing people and key sales people involved in marketing. Any user can destroy the web forms or campaigns you have spent ages setting up.
At the very least you should be able to turn off the tabs on the left for certain users.

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  • Guest
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    Aug 19, 2024

    Yes agree with the above. Our issue is limiting access to the 'Problem' module, where users have nothing to do with sales. Fine to see the opportunity info relating to the problem, but as it stands they can get in and see the full order book

  • +4
1 MERGED

User Access Options - Hide Marketing Forms from standard users

Merged
The CRM doesn't seem to have any granular access restrictions, please can there be a facility to prevent access to specific sections of CRM so that standard users can't access areas that they don't need access to.EG Normal users can't access the f...
Guest 9 months ago in Admin Portal 0
1 MERGED

To have granular delete rights for campaigns etc.

Merged
Probably going to be a future consideration as not a bug - but thought it would be a good idea to have more delete rights options. For example, I am the main person who creates campaigns & campaign activities in the CRM. When we're doing an ev...
Jessica Nash over 7 years ago in  0