Security Restrictions for CRM Users
Levels of User Security Access As a Key Account Holder of our CRM you can have two levels of user access to the CRM system, these being: Admin Us...
Tue, 23 May, 2023 at 12:15 AM
CRM users can be set up with two levels of access as standard which are: 1. An Admin User - this user has access to all features of the CRM in...
Tue, 23 May, 2023 at 12:11 AM
As a Key Account Holder of the CRM you can request that tag based security is set up for any other users of the CRM. This tag based security works ...
Wed, 25 Nov, 2020 at 12:42 AM
About Read-Only Access Read-only access is popular for users within the organisation who do not need to use any of the edit features within your CR...
Wed, 25 Nov, 2020 at 12:43 AM
Restrict Access by Department/Office Many businesses have multiple departments or offices at different locations and want to separate out the...
Wed, 25 Nov, 2020 at 12:48 AM
What is the Security Tab? Please note: Only the Key Account Holder or Admin Users can see the Security tab which is found inside a contacts r...
Wed, 25 Nov, 2020 at 12:51 AM
It is likely that you have a restriction on your user profile whereby you can only see the Dashboard and History activity that is linked to your own use...
Wed, 25 Nov, 2020 at 12:52 AM