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.Take a 14 day trial of our CRM
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.