Access to Fields and Properties

You can configure access permissions to fields and properties of CRM objects in Administration – CRM+ – Access Permissions to Fields and Properties (fig. 1), i.e. you can configure access to properties of an object (hide/show some of the data, depending on user access permissions). These settings are available for such CRM objects, as Contractor (Company, Individual), Deal, Relationship.

Fig. 1. Administration – CRM+ – Access Permissions to Fields and Properties

To assign permissions to object properties, open the required object. Click Add Property (fig. 2) under the Access permissions to properties table.

Fig. 2. Page for assigning access permissions. Add property button

In the opened dialog box (fig. 3) select the object property, to which you need to restrict access, and click Add. Note, that you can add all the object properties, by selecting All Properties.

Fig. 3. Add Property dialog box

If an object (user, user group, organizational structure element) with an access level is not specified for the selected property, the table will display the respective notification, that all the users don't have access to the property (fig. 4). It means, that this property will be unavailable to all the system users when they view the object in Web Application and when configuring the display table on the object page.

Fig. 4. Page for assigning access permissions. Access permissions to properties table

The selected property will appear in the Access permissions to properties table, where you can click Add, select an object for assigning permissions and click Select - Save.

By default, the selected users have access to view the object property. If necessary, you can assign permissions to edit the property, by checking the respective box (fig. 5).

Fig. 5. Page for assigning access permissions. Access permissions to properties table

To delete a user/role from the list, click

next to the required user/role in the list (fig. 5).

After configuring access permissions to object fields and properties, click Save in the page toolbar.