Client base access rights

The Client base section displays data on all customers who visited the company. 

Access setting involves the assignment/removal of rights to view data and delete clients, create, view, and change comments.

For example, the administrator does not see phone numbers in the list and client card, cannot delete clients and unload the list in Excel, can add and view comments, but cannot change or delete them.

Here you can set up the right to display in the client base only those clients who visited a particular employee.

Have more questions? Submit a request