Activity permissions

Configure activity permissions

Last updated 3 months ago

Configure activity permissions

1.1. Configure activity permissions for user

Step 1. Login CRM by Owner account → Open Settings page → User management section → Choose Users

Step 2: Click on user that needs to configure

The page will move to the personal information view page and set up the permissions for that user: Display permissions and Activity permissions.

Step 3. Open Activity permissions tab

This tab will display all features and modules in CRM software so the owner can set up the activity permission for employees

Grant activity permissions for users by ticking into the checkbox, and cancel permission by removing tick
After updating, press Save to save the changes

For example: Allow employees to send message and email, you tick the following boxes and press Save

NOTE: Need to configure Setting more permission, editing, deleting Ticket by Agent here

At Setting activity permission page - Ticket section, click on "setting more"

The page will move to setting ticket operation permission by agent, configure and click on Save button

1.2. Configure activity permissions for group

Step 1. Login AntCRM by Owner account→ Open Setting page → User management section → Choose Group

Step 2: Click on Edit button at group that need to configure

The page will move to Update group and set the permissions for that group: Display permissions and Activity permissions

Step 3. Open Activity permissions tab

Setting up activity permissions for a group is the same as setting up activity permissions for users in section ...............

Step 4. After ticking the boxes correspond to the activity permissions, click on Save button

Step 5. Click on Apply button

This step is to customize the objects in the group to which the settings will be applied. There are 2 options:

All: Apply this setting to all members of the group

Step 6. Click on Apply on applicable object options popup

Last updated 3 months ago