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28 results found

  1. View only access profile option

    Add an option to create a view only access profile. Users that are assigned to this profile would be able to view the contacts/jobs assigned to them (limited access) but they wouldn't be able to edit the contact, change the status, add notes, documents, or photos. Simply just view the information on the record.

    7 votes

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  2. Admin needs to be able set notifications globally for all users

    Admin should be able to set all user notifications globally.

    2 votes

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  3. 3 votes

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  4. Add Actives as a Record access in Access profile

    Having the option to only let some user view certain or none of the actives. Such as Notes, Changes made to the profile or Email activity.

    1 vote

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  5. Deleting just photos - Access profiles option

    Ability to give team members the ability to delete just photos no other records or documents

    3 votes

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  6. Access Profile Delete Option

    Access Profile Delete Option, when enabled cannot delete anything this has created issues in his acct, looking to have a better permission granularity.

    3 votes

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  7. Permissions for Adding/Editing Products & Services

    Over time our number of estimate items grows, because various people add new items to estimates. I would like to control who has access to creating new items for estimates.

    51 votes

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    Viewed  ·  8 comments  ·  Access Profiles  ·  Admin →
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  8. Create More Restrictive Access Profile

    We would like our crew chiefs to have access to job records for a day, they would be assigned to the record. They would only have access to take pictures directly into the job record. At the end of the day, they would be unassigned. If there are issues with the install, we would like them to send the crew chiefs a work order with photos impeded of the problem

    62 votes

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    Viewed  ·  7 comments  ·  Access Profiles  ·  Admin →
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