Access rights by employees
Есть потребность настраивать права доступа каждому сотруднику отдельно?
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One SRM, 2 directions of the Russian Federation and Ukraine work in it, tobish these are different departments and employees. These are 2 different roles.
For the 1st role, you need to configure so that they see the processes of employees only of this role, for the 2nd role, so that only their role.
Created an employee, placed it in role 1, opened access to the item where the processes and contacts are. But in access to contacts, access is only available to create contacts, everything else is closed https://prnt.sc/u25708
I open the list of processes, I see in the list of employees all https://prnt.sc/u257bm
At the same time, there is no access to contacts, I see 0 contacts https://prnt.sc/u257kl
How to set up to see certain employees in the list of responsible persons, or employees of their role?
Original question is available on version: ru
https://qube-soft.com/ crm erp onebox qubesoft внедрение аналитика 1с интегратор
For the 1st role, you need to configure so that they see the processes of employees only of this role, for the 2nd role, so that only their role.
Created an employee, placed it in role 1, opened access to the item where the processes and contacts are. But in access to contacts, access is only available to create contacts, everything else is closed https://prnt.sc/u25708
I open the list of processes, I see in the list of employees all https://prnt.sc/u257bm
At the same time, there is no access to contacts, I see 0 contacts https://prnt.sc/u257kl
How to set up to see certain employees in the list of responsible persons, or employees of their role?
Answers:
Can't be set up by position.
If you do not issue access by employee http://i.imgur.com/3hwGTVP.png , then no one is displayed in the list http://i.imgur.com/3WOIywU.png
In order to be able to see a specific employee as responsible, you need to:
1) Give access by access level (employee or admin) to at least view http://i.imgur.com/XsGwyBG.png
2) Enable access by employee http://i.imgur.com/J6ri10f.png
And to make the visibility of the position - you need to do revision
If you do not issue access by employee http://i.imgur.com/3hwGTVP.png , then no one is displayed in the list http://i.imgur.com/3WOIywU.png
In order to be able to see a specific employee as responsible, you need to:
1) Give access by access level (employee or admin) to at least view http://i.imgur.com/XsGwyBG.png
2) Enable access by employee http://i.imgur.com/J6ri10f.png
And to make the visibility of the position - you need to do revision
19.08.2020, 19:09
Original comment available on version: ru
Sukhanitsky Andrey Vladimirovich wrote:
Setting by position will not work. If you do not give access to the employee http://i.imgur.com/3hwGTVP.png , then no one is displayed in the list http://i.imgur.com/3WOIywU.png In order to be able to see a specific employee as responsible - you need to: 1) Give access by access level (employee or admin) to at least view http://i.imgur.com/XsGwyBG.png2) Enable access by employee http://i.imgur .com/J6ri10f.pngAnd in order to make it visible by position, you need to do some revision
Enabled access by all employees + access by employee level
21.08.2020, 11:51
https://qube-soft.com/ crm erp onebox qubesoft внедрение аналитика 1с интегратор
Original comment available on version: ru
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