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?
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.
