Set Up User Permissions

 
eWay-CRM offers flexible user permissions that allow you to restrict or limit access to any field or module for a specific user group.

Setting Up Permissions for Fields (Columns)

1. Click Administration Center on the eWay-CRM ribbon in Outlook. Alternatively, when you are using eWay-CRM Online, click the eWay-CRM icon in the email body and click Admin Center.





 

2. Select Groups and a user group you want apply permissions for. If you want to change permissions for all groups of users, select System.



 

3. In the dialog, go to the Field Permissions tab where you will see all fields available for the selected module (including custom fields).



 

4. For each field you can select one of the following permission levels:
• Users Hold Full Control Over This Column.
• Users Hold Control Over Columns of Their Items.
• Users See This Column But They Can’t Edit Values.
• Users Don’t See This Column.
• Users Don’t See This Column nor Can Work With It.

Learn more about column permissions here.

Setting Up Permissions for Modules

1. Click Administration Center on the eWay-CRM ribbon in Outlook. Alternatively, when you are using eWay-CRM Online, click the eWay-CRM icon in the email body and click Admin Center.





 

2. Select Module Permissions and a user group you want apply permissions for.



 

3. For each row under the Module column you can select the following options:

For the View, Edit and Delete columns:

• Users can see all items
• Users can see items related to contacts, companies, deals or projects they can see
• Users can see items related to the same categories they are members of
• Users can see items related to them (Note: You are either the owner or you are specified under User or Team tab)
• Users can see just their own items
• Users can’t see the module at all (Note: In the View column it means to hide module completely)

 
For Create and similarly for Export columns:

• Users can create items
• Users can’t create anything

 
Learn more about module permissions here.