Structure of the CRM Module and Access Rights
Several levels of access to the CRM module itself, the
Activity register, the
Calendar and the
Task Manager are possible:
- Granting users access to the CRM module will allow them to use that module, but not the Calendar, Task Manager or Activities.
- To be able to use the Calendar, Task Manager or Activities, the user must explicitly be given access to the Calendar and Task Manager modules and the Activity register. The Calendar and Task Manager modules have been provided solely for the purpose of granting or denying a user access to these features: users will be able to open the Calendar and Task Manager from the Master Control panel at any time and while in any module.
- Users that have access to the Activity register will be able to open Activities from the Calendar and Task Manager (and by drilling down from many CRM reports). If you also want them to be able to open Activities that have been attached to other records, you will need to grant them access to the System module as well. It may be necessary to deny access to the other registers, settings and features in the System module.
Please click
here for a full description of controlling access to various modules using the Access Groups setting.
