Every module in Microbizz has a set of permissions, which is the case for the person module as well.

For a general understanding of permissions visit this /wiki/spaces/CPFN/pages/25395268.

Keep in mind that the persons must log off the system and back again before the permissions take effect.

Person 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:

Edit person: Allows you to specify who has the permission to edit a person
- Delete person: Allows you to specify who has the permission to delete a person
- Deactivate person: Allows you to specify who has the permission to deactive a person
Create person: Allows you to specify who has the permission to create a person
Combine with duplicate: Allows you to specify who has the permission to combine persons
Campaigns: Allows you to specify who has the permission to administer campaigns
- Create campaign: Allows you to specify who has the permission to create a campaign
- Edit campaign: Allows you to specify who has the permission to edit a campaign
- Manage campaign: Allows you to specify who has the permission to manage a campaign
Person - files: Allows you to specify who has the permission to administer the files section of a person
Person - company: Allows you to specify who has the permission to administer the company section of a person
Person - emails: Allows you to specify who has the permission to administer the emails section of a person
Person - calendar: Allows you to specify who has the permission to administer the calendar section of a person
Person - marketing: Allows you to specify who has the permission to administer the marketing section of a person
Person - disclosure: Allows you to specify who has the permission to administer the disclosure section of a person
Person - forms: Allows you to specify who has the permission to administer the forms section of a person
Send mail: Allows you to specify who has the permission to send emails to a person
Settings: Allows you to specify who has the permission to administer the settings of a person
- Person data: Allows you to specify who has the permission to change a person's data
Filters: Allows you to specify who has the permission to administer the filters section of a person
Fields: Allows you to specify who has the permission to administer the fields section of a person
Update filters: Allows you to specify who has the permission to update the filters of a person

Browser not supported