Set Role Wise Permissions on Columns - Deskera CRM

cloud based CRM Jun 09, 2013

Increase your security and be in control by setting role wise permissions on columns. This allows you to assign who can view or edit certain columns and make certain fields mandatory in order to get the data that you need. This can be done in any of the modules in Deskera open source CRM. We will illustrate this by using the leads module as an example.

Step 1: Click on “Manage Columns”.

Step 2: Click on “Customise Header”

Step 3: Assign the roles can view/edit particular columns and check the box on the right to make the fields mandatory. Click “Save and Apply” to save your changes.

You have just assigned role wise permissions to your leads columns! You can do the same for your other modules as well. You now have greater control over the changes that are made in specific columns as well as which information is available to which department/position.

To learn more about us, please visit Deskera Open Source. You may also join our Open Source Community.

Nidhi S

Product Manager at Deskera

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