- This topic has 5 replies, 2 voices, and was last updated 7 years, 5 months ago by
.
-
Posts
-
-
I am setting up the CRM for a customer, and have got tangled in user roles / permissions. I am using Work Flow, Email campaign, and Custom Field Builder.
Problem: users who are “CRM Managers” (checkbox) cannot see the “Workflow”, “ERP settings”, or “Email Campaign” menu items.
Where can I reset the permissions?
-
@robbie_berns,
Thanks for writing.
“CRM Manager” should be able to use Workflow and Email Campaign.
“ERP Settings” can be visible to only the administrators.Cheers 🙂
-
Thanks Shawon
I have cleared some other permission issues, but still have a problem.I have created a user with Editor and CRM Manager roles. All the correct items all appear, but the only one which does not work is Workflow>Add New. It just shows a blank.
However as adminstrator user, it is fine.
Suggestions?
-
Our support team has just sent you the developed version of it, Rob.
Hope it’s working for you now 🙂Thank you 🙂
-
-
Glad to hear it worked for you 🙂
-
- The forum ‘CRM’ is closed to new topics and replies.
