Jump to content


Photo

Regarding rights between Management & Executive

rights groups

  • Please log in to reply
3 replies to this topic

#1 deepusurana

deepusurana

    Newbie

  • Members
  • Pip
  • 2 posts

Posted 03 February 2015 - 09:02 AM

Hi,

Excellent CRM i must say! I was able to customize the CRM as per my requirements in few hours itself.  :)

 

Now, I have created multiple groups lie Management->Manager->Executive.

What i want to do is that all the users should be able to see the list of accounts/contacts but when a executive click on the particular account made by Management they should not be able to see the personalcontact no (custom field) / email address.

But when a management user click on a account made by Manager/Executive they should be able to see all the details.

What all settings are required to achieve this.

 

 

 

Thanks in advance.

 

 

 



#2 deepusurana

deepusurana

    Newbie

  • Members
  • Pip
  • 2 posts

Posted 17 February 2015 - 07:20 AM

Is it not possible or is it a future feature?



#3 Administrtr

Administrtr

    Advanced Member

  • Members
  • PipPipPip
  • 174 posts

Posted 17 February 2015 - 10:43 AM

Check the roadmap (top menu / development) I think it's a feature for later down the road. I think you want "field level permissions" or something like that.



#4 Manikandan TV

Manikandan TV

    Member

  • Members
  • PipPip
  • 26 posts

Posted 20 February 2015 - 06:44 AM

I think it should be possible with group level permissions and rights. Please check.







Also tagged with one or more of these keywords: rights, groups

0 user(s) are reading this topic

0 members, 0 guests, 0 anonymous users