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)
- Press SHIFT and click Administration Center on the eWay-CRM ribbon to go to old administration settings.
- Select Column Permissions and a user group you want apply permissions for. If you want to change permissions for all groups of users, select System.
- In the column Caption you will see all fields available for the selected module (including custom fields).
- 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
- Press SHIFT and click Administration Center on the eWay-CRM ribbon to go to old administration settings.
- Select Module Permissions and a user group you want apply permissions for.
- For each row under the Module column you can select the folowing options:
- All Items
- Items Related to My Projects, Deals, Companies and Contacts
- Items From the Same Group as I Am
- Items Related to Me (Note: You are either the owner or you are specified under User or Team tab)
- Only My Items
- No Items (Note: In the View column it means to hide module completely)
- Yes
- No
For the View, Edit and Delete columns:
For Create and Export columns:
Learn more about module permissions here.
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