Outlook CRM Background

If you don’t use a module offered by eWay-CRM by default you can hide it from users, e.g. the module Projects. It will disappear from the main ribbon and from the panel on the items cards as in the pictures below.

Projects Icon

Projects Tab

You can also hide a module from a specific user group, e.g. Marketing from Project managers.

You can hide all modules, except for Users, Exchange Rates and Reports in the main ribbon and Categories on the item cards. However, you can set up permissions so that users can’t work with them.

  1. Go to the Administration Settings in the eWay-CRM ribbon.

Administration Settings

  1. Select Users and Permissions > Module Permissions.

Module Permissions in Administration Settings

  1. Choose a user group you want to apply permissions for.

Module Permissions Modules

  1. In the column View select No Items (Hide Module) for the required module.

Module Permissions

Wait for 30 seconds for automatic synchronization or synchronize changes manually. To do that, right-click on the eWay-CRM agent in the system tray and select Synchronize.

Synchronization

Do you have questions? Our consultants have answers.

Do not hesitate to contact us.