AntCRM - Configure view permissions

Configure view permissions

1.1 Configure viewing permissions for employees

Step 1. Open Settings - User management - Users 

Step 2. At the user list, press the user name that you need to configure 

The page will move to the information viewing page and set permissions for that user

Note: Only Owners and admins who are granted setup rights can see and access the tab

Display permissions/Activity permissions

Step 3. Open Display permissions tab

This tab will display all the pages that you can set viewing permissions for. You can grant viewing permissions to users by ticking the checkbox, and cancel permissions by unchecking them.

During the process of ticking the options, if you want to return to the original state, you can click Reset to reset the configuration page to the way it was when it first opened.

Step 4: Press Save after any changes.

Below is the CRM screen that the user just set up above can see:

For pages where the Owner does not grant permissions, when this user tries to access them, they will be banned and have a warning similar to the following:

1.2. Configure permissions to view data for the group

Step 1. Login AntCRM by owner account→ Open Settings page → User management  → Choose Group

Step 2: Click Edit in the group that needs to configure

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

Step 3. Open Display permissions tab

Setting data viewing permissions for a group is the same as setting viewing permissions for Users in section  4.1. Configure viewing permissions for employees

Step 4. After ticking the boxes corresponding to viewing permissions, click Save

Step 5. Click on Apply

This step allows you to choose which objects in the group will have the settings applied. There are 2 options:: 

• All: Apply this setting to all members of the group

• Some users: Select the employee to apply the settings

Step 6. Click Apply on the application object options popup