We need to be able to limit employee access based on groups not individual companies. Nobody has time to add individual companies to an access list.
We use the Ctype list to segregate customers based on which division of the company they do business with. We want to use this same list to allow access for staff.
Staff who are on the residential side don't need access to commercial client in CommitCRM. Typically commercial can do both, but not the other way around.
How can we setup access restrictions based on groups?
We discovered someone on the sales side of our division, was calling customers in another division. Nothing malicious (other than being a pesky salesman) but if we could limit access based on the customer groups we already have setup this wouldn't be an issue.
It would also go a long way towards have a more secure, segmented system.
We use the Ctype list to segregate customers based on which division of the company they do business with. We want to use this same list to allow access for staff.
Staff who are on the residential side don't need access to commercial client in CommitCRM. Typically commercial can do both, but not the other way around.
How can we setup access restrictions based on groups?
We discovered someone on the sales side of our division, was calling customers in another division. Nothing malicious (other than being a pesky salesman) but if we could limit access based on the customer groups we already have setup this wouldn't be an issue.
It would also go a long way towards have a more secure, segmented system.
Comment