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
I would like my leads to have access to jobs for addresses, add notes, change statuses, add pictures but not access email information ..as customers talk about pricing and sensitive information in their emails.
Certain employees should NOT be able to see all the email information. Sensitive insurance information and other information that we have privacy concerns about should not be able to be accessed by any old employee. This restriction needs to be added asap.
I want employees to have access to customer data, address, phone, profile, notes, but NOT financial tab.