Hello Community,
Is it possible to limit a user’s permissions in the CRM so that they can register leads/clients but cannot list them?
For example, we have a person responsible for registering leads, but they should not have the ability to list them.
Cheers,
Andrés Quesada
To confirm, you want the user to have permission to create a Lead, but not view the list of Leads?
You’ll need to grant permission to create only. have you tried using role permission manager to accomplish this?
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Hello,
Thank you for the answer.
Cheers,
Andrés Quesada
Yes, I would like the person to be able to create a Lead, but not to have access to the list of Leads.
I have not. But I it looks like it is the appropriate way. By creating a new role with those permissions.