User Security Permissions

Set security permissions for your CRM users

CRM Permission Levels for your Users

  • If security is important to your business, you can set CRM permission levels and control who has access to your data. Using the User Permission Levels feature you can set security levels for all your team.

    Your CRM permission levels are governed by setting up User Groups and User Profiles. So by allocating each CRM User to a User Group and allocating a Profile you can determine what level of access each has to your data. For example, you could set up the security so Users in the same User Group, for example UK Sales, can access and edit each others’ Accounts, but not Accounts owned by Users of another Group.

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    • Set-up User Groups and User Profiles
    • Add CRM permission levels for Users and Groups
    • Set User access to Read, Write, or no access
    • Create custom reports by User Groups
  • Set CRM permission levels to control security

CRM Reports

You can also make use of the CRM security levels when running Listing and Forecast Reports. For example, you could use the User Group name to run sales reports for a particular team or sub-total the data by the group.

The User Permission Levels feature is available in the Professional and Enterprise plan.