There are two ways to decide what each person can open. Use whichever is simpler for you.
Departments
In Settings → Departments, each department has switches like “Leads & follow-ups”, “Customers” or “See the whole team”. Everyone in that department gets the same access.
Roles
In Settings → Roles & access, roles say exactly what someone can see, add & change, delete and download in each part of CrmGro. Four ready-made roles are included: Manager, Sales, Engineer and Accounts.
TipWhen a person has a role, the role decides. People without a role follow their department’s switches.
Good to knowEvery change, delete and download is written in the Activity log, and someone deleting a lot at once is stopped automatically.
Did this help?
Thanks for telling us.