Company-level Permissions

Published on 21 October 2016 by Jon Behr

CentreCRM now offers a permission system that allows companies to limit user access to various areas such as Jobs, Clients and Contacts.

The permission system is very easy to use, allowing company owners and selected user to provide 3 levels of access:

  • No access
  • View only access
  • View and Edit access

All existing users have already been given permissions that provide the same access as before. As well as being able to edit those permissions, going forward you can now also set the permissions for any new users that you invite.

Adjusting a user's permissions is simple:

  1. Navigate to the main Settings tab
  2. Click Manage Users
  3. Click the Permissions button for the relevant user
  4. Using the drop-down selectors, set access to each area as required

The permissions you set will then be applied immediately. We'll be rolling out further enhancements in this area in the near future.