security roles
Need to have access ries management
Menu items ie clients ,contacts,reports jobs
Field categories ( indicate categories not to show on jobs,clients etc)
Field level (ie indicate fields not to show)
Defined security roles templates
Admin,Partner,Manager,Staff,Outsourcer
2
votes
David La Ronde
shared this idea
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kevin.doran
commented
Anything further on this? I've just taken on a part-time member of staff who i'd like to open the CRM to but I certainly don't want her having access to everything just yet. In this instance i'd like to see permissions on a client by client basis.