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Former Member
Nov 26, 2008 at 04:20 PM

WebCRM Salesmen access rights

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Hi everyone,

I would like to know how to restrain a Salesman to only see his Business partners.

I have found several ways to do this BUT. there is always ways around.

The first way is simply setting a filter for that specific salesmen and saving the filter. The salesman can get around this by simply removing the filter. He can simply click the search and see all business partners.

The second is by presetting this salesman with FAVORITES. He can counter this by going into Business partners clicking on the search and having access to all,

i also have a similar problem with REPORTS. Certain reports should be viewed by certain people is there a way to make that so?

I have tried some Security roles with no luck.

Please be as specific as possible

Points will be awarded to all relevant answers

Thank you.