Security Restrictions for CRM Users

What security restrictions can the Key Account Manager request or set up?
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...
Fri, 14 Sep, 2018 at 1:17 AM
Can I set up different levels of access for different users?
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...
Thu, 17 Jan, 2019 at 3:29 AM
Tag based restrictions for users
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 wor...
Thu, 11 May, 2017 at 10:11 PM
Set up Read-Only Access for Users
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...
Fri, 14 Sep, 2018 at 1:15 AM
Setting up security access restrictions for departments or locations within an organisation
Restrict Access by Department/Office  Many businesses have multiple departments or offices at different locations and want to separate out...
Thu, 11 May, 2017 at 10:12 PM
Using the Security tab inside a contacts record to restrict access
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 contact...
Thu, 11 May, 2017 at 10:13 PM
Why can I not see all the History added by my colleagues or access all contacts?
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 us...
Tue, 28 Feb, 2017 at 1:26 AM