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How to set up access permissions in bpm'online CRM

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Learn how to set up access permissions for the system records, objects, operations and specific record fields in CRM system bpm'online CRM.

In this tutorial, we will go through some helpful examples. For instance, the tutorial displays how to restrict an access to a particular field for the company’s secretaries or how to set up permissions so that the records created by secretaries can be edited by sales representatives and deleted by managers, etc.

Set up the access rights that will be applied to a new record when it is created and modify the reading, editing and deleting permissions when required.

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