Our salesteam does not have the permission to create or edit companies; however they do have permissions to create contacts for a customer. Because we cannot give them the 'company editor' role they are unable to create contacts in SalesBuildr. It would be nice if the permissions of Autotask are followed and so split the permission for companies and contacts. I raised another feature request to create a 'Company viewer' role
Consolidated into: Extra permissions
Please authenticate to join the conversation.
Closed
Feature Request
[CMP]_UserManagement
About 1 year ago
Get notified by email when there are changes.
Closed
Feature Request
[CMP]_UserManagement
About 1 year ago
Get notified by email when there are changes.