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Every module in Microbizz has a set of permissions, which is the case for the planning module as well.
For a general understanding of permissions visit this section.
Keep in mind that the users must log off the system and back again before the permissions take effect.
CRM specific permissions
In this module, you can set the permissions for team types and teams by ticking their respective boxes.
The available permissions are as follows:
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Every module in Microbizz has a set of permissions, which is the case for the CRM module as well.
For a general understanding of permissions visit this /wiki/spaces/CPFN/pages/25395268.
Keep in mind that the users must log off the system and back again before the permissions take effect.
CRM specific permissions
In this module, you can set the permissions for team types and teams by ticking their respective boxes. The screenshot below may not be up to date.
The available permissions are as follows:
- Company - block: Allows you to specify who has the permission to block companies
- Company - create: Allows you to specify who has the permission create new companies
- Company - edit: Allows you to specify who has the permission to edit company information
- Company - delete: Allows you to specify who has the permission to delete companies
- Company - combine: Allows you to specify who has the permission to combine companies
- Company - see activity: Allows you to specify who has access to the "Activity" tab on companies
- Company - adresses: Allows you to specify who has access to the "Addresses" tab on companies
- Company - notes: Allows you to specify who has access to the "notes" tab on companies
- Company - people: Allows you to specify who has access to the "Persons" tab on companies
- Company - view forms: Allows you to specify who has access to the "Forms" tab on companies
- Company - fill out forms: Allows you to specify who has permission to fill out forms
- Company - competences: Allows you to specify who has access to the "Competences" tab on companies
- Company - edit competences: Allows you to specify who has permission to edit competences
- Company - subscriptions: Allows you to specify who has access to the "Subscription" tab on companies
- Company - emails: Allows you to specify who has access to the "Emails" tab on companies
- Company - emails sent: Allows you to specify who has permission to administer which mail categories should be send to the company mail and to individual employees
- Company - sales campaigns: Allows you to specify who has access to the "Campaign" tab on companies
- Company - calls: Allows you to specify who has access to the "Call" tab on companies
- Company - contracts: Allows you to specify who has
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- Company - routes:
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- Company - edit prices:
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- Company - direct order config:
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- Company - edit map:
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