Roles in CRM

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#57605 Closed Level 1 Support - public
Daniyal Ezzi Engineering

nameDaniyalemaildaniyal@ezziengineering.comsubjectRoles in CRMmessageI want to specify roles in CRM,
1. Make sure people can only see their projects and not others
2. Make sure people can only see their own pipelines and not others

Please let me know how to do this ?
Monis Farooq Ayubi

Dear Sir, you also need to assign the role that you don’t want to be restricted in the option “Deals Restrict by Roleswise” Just add CRM Manager in it. And CRM Manager will able to see all deals, regardles of who is the owner. And CRM Agent will only see deals assigned to him. See the attached.
Daniyal Ezzi Engineering

The problem is after selecting NO

The CRM Manager also can’t see all deals

I need the CRM Manager to be able to see all the deals
Monis Farooq Ayubi

Yes Sir by applying “NO” to the “Enable CRM AGENT SEE ALL DEALS” option you can restrict CRM agents to only being able to see deals in which they are assigned. – see the attached image

Simply go to Order Synchronization Setting under CRM menu in left panel or click to this link

https://ezzieng.impaktt.com/wp-admin/admin.php?page=erp-settings&tab=erp-woocommerce&section=crm

Thank you,

Monis Farooq Ayubi

Technical Support
Daniyal Ezzi Engineering

By following the steps you have mentioned, the deals hide from CRM Manager
as well.

My requirement is,
1) CRM Agents/ Participant should only be able to view their own deals
2) CRM Manager should be able to view all deals
Monis Farooq Ayubi

Dear Sir,

In order to restrict CRM Agents to not see all deals kindly follow the below-mentioned steps or go to https://impaktt.com/documentation/crm-agent-restriction/

  1. In Menu, search CRM and go to Order configuration under CRM
  2. Scroll down to, the end of the page, option “Enable CRM AGENT SEE ALL DEALS”. Click on “NO”
Daniyal Ezzi Engineering
[image: image.png] [image: image.png]
Monis Farooq Ayubi

Can you specify which user is able to see these deals in which he is not assigned? And what role does this user have?
Daniyal Ezzi Engineering

Those users who are not assigned to specific deals, they are able to see
the those deals in pipeline and also move them in the pipeline

How to restrict it ?
[image: image.png]

Monis Farooq Ayubi

Dear Sir,

The role of CRM agent can only see his own, deals, projects & contacts. The agent role is self-restricted and is only able to see information added by his own user.

If you have any queries, feel free to ask or email us at talk@impaktt.com

Thank you,

Monis Farooq Ayubi

Technical Support

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