Settings
25 results found
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Access profile option to make email threads hidden
A way to adjust access profiles, so they can't see the email threads in a job/contact.
2 votes -
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 -
Separate Photos and Documents in Access Profiles
I would like to be able to allow access to see photos, but not documents. For example, if I want someone to be able to see photos of a project, but not be able to see insurance estimates, product invoices, or contracts.
Photos really are separate, and have different levels of sensitivity than actual documents.
I would also like the ability to view, create, delete, etc.
17 votes -
3 votes
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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
64 votes
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