Define groups
Argomenti collegati:
Groups are used to restrict access to certain areas of the CRM to certain users.
To insert a new group click
:
You will see the following screen:
In the text box, type the name of the group that you want to create and click
button.
In the repeat the insertion procedure can be done so that a group depends on others (all groups depend however System Administrators) by selecting them in the left list and adding them by clicking the
button.
To add all the existing groups click
.
You may select them in the list of right and click the
button to cancel the selection of some groups. To remove all the groups click
.
A user will see only the users that belong to groups that:
- are part of your
- depend on your
Therefore if for example 2 users part 2 groups depend on a third group, but don't depend on each other, these users not you will see.
If you wanted to modify or delete an entry will be simply click
or
box corresponds to the group that you want to edit or delete; all groups which depended the deleted will be reallocated to the selected in the column "reassign at: case of elimination".
A particular group (which does not appear in the list) is the Global group: is the first maxigruppo in terms of permits, if you assign this group to any function tab (be it a new company, contact, task, opportunities, etc...) the data it content will not contain constraints of any kind, and will then editable and viewable by all users.
Once placed all the desired groups click on "Offices":
Groups in the setup user
In this section, you can permit one or more
Groups displays each new item entered by the user.
To add one or more groups, select it / them in the "Groups" list and click on the button
allows you to add them. Similarly to remove a group, select it in the list "visible from:" and click on the button
allows you to remove them all.
You should keep in mind that the groups are hierarchical, i.e. higher level corresponds to a greater availability of data, but elastic, both to connect different areas of users sharing useful data for example one same business sector operators (trade officials, responsible for marketing, etc.).
It is preferable to always place and still the System Administrator group among those to whom you grant permission to display, so that the system administrator is still person who default access to all data entered, he himself and all-enabled users.
After you click on "
Permits".