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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?
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@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 🙂
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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?
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Our support team has just sent you the developed version of it, Rob.
Hope it’s working for you now 🙂Thank you 🙂
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Glad to hear it worked for you 🙂
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