Bitrix24: Forum

Jordan Pedley User Posts: 9 Joined: 04/27/2016	#1 08/23/2016 04:37:46 Hey I want to be able to hide some contacts in our company CRM from other employees or groups of employees. For example i only want the people dealing with the western Australia contacts to be able to see the WA contacts and not any other state. can you please let me know how i do this?

Yana Prokopets

Administrator

Posts: 4247 Joined: 09/20/2013

08/25/2016 17:02:04

Hi Jordan,

Bitrix24 CRM provides access permissions configuration based on the responsible user condition. Here is what it means: you can configure access to all contacts based on users who are responsible for these contacts. In your case you can create separate department - let's call it WA & add users who work with this direction to this department.Further create another department(s) for other directions or one for general contacts. Access permissions in this case will be = personal & department. Users of WA department will see only each other contacts, users from General department (give them same access = personal & department) will have access to own & General department contacts, but not to another department records.

Read more here

Best,

Yana.

Jordan Pedley User Posts: 9 Joined: 04/27/2016	#3 08/26/2016 07:31:08 Hi thankyou for your help. I believe I have done as you have explained above. though my staff still can not see contacts owned by someone else in there department. can you please check i have done this correct in the below screen shots ? Attached Files company structure.JPG (25.49 Kb) CRM Access permission.JPG (46.27 Kb) roles.JPG (70.85 Kb)

Yana Prokopets Administrator Posts: 4247 Joined: 09/20/2013	#4 08/29/2016 16:40:34 Hi Jordan, Please contact our Helpdesk with these details, our support team will assist. Thank you. Best, Yana.

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