Control who can open what

Konfigurer sideadgang og datasynlighed for hver rolle. Open Rolleadgang in the admin area.

The four levels, from closed to open:

• Ingen adgang — Siden er skjult og kan ikke åbnes.
• Kun visning — Ser poster, der er tildelt dem selv, og poster tildelt andre på et team, de er med i. Kan ikke oprette, redigere eller slette.
• Begrænset adgang — Ser poster, der er tildelt dem selv, og poster tildelt andre på et team, de er med i. Kan oprette nye, men kan kun redigere eller slette poster, der er tildelt dem selv.
• Fuld adgang — Ser og kan ændre alle poster på denne side, uanset hvem de tilhører.

Note what the middle two really mean. They scope what a person can SEE to the records assigned to them plus the records assigned to anyone on a team they belong to, so a rep on a team of five sees all five people's work, not only their own. Put nobody on a team and it is genuinely own-records-only. That is usually the setting you want for a sales rep, not Fuld adgang. Teams are set up separately: Set up teams.

Begrænset adgang splits seeing from changing: a person can open a teammate's record but can only edit or delete the ones assigned to them. Tip: Brug kun visning til analytikere, begrænset adgang til sælgere og fuld adgang til ledere.

Setting it, one role at a time

1. 1Use Rollebaseret visning.
2. 2Pick the role under Vælg Rolle at konfigurere.
3. 3Find the page — Søg efter side — and set Indstil adgang.
4. 4Gem.

Setting it in bulk. Matrixvisning - Massekonfiguration af adgang — Vælg et tilladelsesniveau, og brug derefter afkrydsningsfelter til at tildele dette niveau til flere rollesidekombinationer på én gang. Et flueben giver mindst {{level}}. Fjernes fluebenet, sættes rollen et niveau lavere. Bevillingssektion and Giv alle roller do a whole section or a whole page in one click. Asterisk = Ikke-gemte ændringer, and the bar shows {{count}} afventer until you save.

Handlingsevner is a level finer: Kontroller, hvilke handlinger der er tilgængelige for denne rolle på bestemte sider. Use it for the "can open it, must not export it" kind of rule. Administrator- og administratorroller har alle funktioner aktiveret som standard.

Letting a role edit but not delete. Deleting is its own switch, separate from the access level, and it is set per record type. So a role can keep Fuld adgang on customers and still be unable to remove one. Look for Slet kunder, Slet leads, Slet kontakter, Slet salg, Slet aktiviteter, Slet produkter and Slet abonnementer.

Every role starts with all of them on, so nothing changes until you turn one off. Turning one off applies everywhere, not just to the button on the record: bulk delete from a list and asking Dealy to delete something are both refused for that role too.

Customers are the one worth thinking hardest about. Tillad permanent sletning af kunder. Tildelt som standard. Slå den fra for en rolle, der skal vedligeholde kunder, men aldrig fjerne dem. Sletning af en kunde fjerner også dens salg, abonnementer, fakturaer, aktiviteter og kontakter.

Your own roles. The built-in ones are Administrator, Leder, Salg, Standard and Seer. If none fits, use Tilføj niveau and Klon fra (valgfrit) — starting from the nearest existing role is far quicker than setting sixty pages by hand.

Before deleting a role, move its people off it: {{role}} bliver slettet. Brugere med denne rolle står uden adgang, indtil du flytter dem til en anden.

Pages your plan does not include. A page whose module is not part of your workspace's plan is marked Ikke i din plan. Its controls are locked, because access set there could never take effect: the page stays hidden for everyone until the module is added. Ikke en del af din plan. Kontakt os for at tilføje det. Taking access away from such a page is still allowed. On both page tabs these pages are listed together at the bottom, under their own heading with a count, after every page your workspace has, so you can see what is available without it getting in the way.

Access is not the same as the menu. Hiding a menu item does not protect anything, and granting access does not put it in the sidebar. This page is the one that decides what is allowed; the sidebar is arranged separately: Build your own sidebar menus