Companies vs contacts permissions

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

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Upvoters
Status

Closed

Board
πŸ’‘

Feature Request

Tags

[CMP]_UserManagement

Date

About 1 year ago

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