Limit / restrict user access
We wish to provide a way for our partners to update their opportunities in our database -- they can then use to monitor their own opportunities but also as main business we can see their information without needing to export and import. They would not be able to see other partner information - unless the partner chose to share with others.
Rather than having different accounts and databases, we could keep ALL contacts in Capsule and just share those we need to share for business reasons. This would be especially good for me if I'm using mobile and in a different country etc
I need to hold my representatives accountable, therefore, it's necessary to manage their permissions. I need to be able to assign a task or lead to them and be able to track the progress of the task or lead. I can't assign a task to a representative without them being able to delete said task. For example, I want to assign the task of following up with a client and add it to my rep's calendar. I want to receive an email when the rep completes the task. Right now it looks as if the rep will be able to delete the task without my knowledge.
Password access or Tiered access controlled by the administrator as to who is allowed to view what .
I have a photography based business and subcontract out to photographers.
The calendar function is useful for booking jobs and assigning photographers to the job location but as a subcontractor I don't really want/need them to see sales pipeline targets, bids or cases. Would be great if I could 'hide' these sections from subcontractor.
Not all my Cases should be viewed by all users. Can the case creator have the ability to mark a Case Private and then invite specific users to participate in the case much like a small project collaboration
Add further User permissions so that an individual user could be restricted to seeing only people, or only cases etc.
We need to add read-only users that need to follow the progress of our business development process but that will never commit or write anything on the system. Is it possible to add them as free users?
We will have several salespeople working in various cities. We would like to be able to limit each salesperson to being able to work with only their leads, prospects, customers, etc. without being able to see the leads etc. belonging to other salespeople.
As well, we don't want the salespeople to be able to delete records from the database once they become a serious prospect or customer.
While opening up contacts to the entire company might improve the productivity and efficiency, there are scenarios where companies do not want to reveal all the cards that they have, especially to new employees.
I vote for having account managers, where each organization is managed by a designated user, and the account manager can invite and share the contact with other users within the organization. The concept is similar to sharing a Google Docs, perhaps?
Of course, it would mean that a access rights / permissions systems would have to be in place with multiple levels of access rights,
Full Administrator (Can see everything)
System Administrator (Manage System only, but not contacts)
Account Managers (Able to add/remove members associated with the organization)
Sales (Can see contact information but not invoices and sales-to-date info)
I know of companies who hire new sales people mainly for the contacts and network that the new salesperson has. I also consider it a business risk when sales people can see the whole list of contacts and "steal" it when they hop to another company.
Implementing a 'Teams' concept allows users flexibility in organizing how the work with capsule and a measure of privacy so that different groups can keep confidential tasks and cases separate from other parts of their organization as needed.
The concept of 'teams' are natural to how organization work and evolve. They can be ad hoc - such as 'Bob's Surprise Birthday Party Planning' or more formal like 'Marketing' or 'Sales.'
People are often on several teams simultaneously, and participation in these teams come and go.
- Add 'Team' creation in Administrator's settings.
- From each 'Team' page - allow the ability to add users.
- Extend 'Case Privacy' concept to teams - where Cases and their child tasks are only viewable by those Team members
I am hesitant to allow all my sales staff have a user account because some sales people might try to call or take the "opportunities" from other sales people.
Settings to give permission levels to users. Or have groups that you can add users to, and give permission users to that group. (e.g. so one user can only see tasks assigned to them as opposed to all tasks (if they search for it))
Allow contact to be marked personal so it isnt generally available
Have private tasks that only the user who created or the user assigned to the task can see. Useful to maintain private todo list along side normal work tasks.
July 2013 – I know many Capsule users are interested in an update on this request! We have started work on the design for user access controls in Capsule. There’s been a lot of ideas and feedback to distill and we’ll be publishing a questionnaire in the near future to confirm our proposed design covers key requirements. Just to give you a little insight into our thinking, as part of the the access controls design we’re intending to introduce a Teams concept. This will support not only access controls but will also allow Capsule to segregate data by Team for reporting purposes (e.g. Sales pipeline). We’ll share more info when we publish the questionnaire.
@mtschanen - this is still ongoing. We'll be sure to post updates when there's news though. No ETA I'm afraid.
When will this update be ready? A year should be sufficient to enhance the roles and rights model of Capsule.
William Scott commented
This was almost a year ago :( any news?
Would be very keen to get some sort of update if possible Duncan - please?
Any idea about the new users features, questionnaire date and so ? I'm waiting for those updates to join my commercials team, but with more restricted area i could manage.
Hi there. We also really need this feature. When is their going to be an update?
What's the status of this?
Mike Cahn commented
Any update on this? We've just started using Capsule and already I see this is going to be an issue for us unless there is a way to have some kind of access restrictions in place.
When can we expect the first version of an improved user access control to go live?
This is an important capability and it is at the top of your vote list.
Since the last comment was July 2013, why are you giving us the chance to waste our time with votes if you do not heed them?
Paul Hinchley-Bradshaw commented
As director of my company I need to be able to view all my staffs work and cases for due diligence purposes, but I don't want other staff members seeing each others.
An update on the status if this will be appreciated.
Any ideas as to when this will take place? This is a very valuable and necessary tool. Please advise.
William Scott commented
I use Capsule CRM for one of our businesses and we love it. We are thinking of migrating our other businesses from Pipeline Deals CRM over to you guys but we can't because of the unlimited access ALL users have to ALL Persons and Opportunities.
Sales people are very Jealous of their contact information and me as an owner and Director of a group of sales agents don't want all the users to be able to access ALL the clients and prospects information. We could have a sales person leaving the company and not only is he going to be able to take all his prospects, but he can also see ALL the company's prospects, what they are interested in purchasing, their needs and objections. One agent could take all that info to the competition.
We need to have each users be able to see ONLY their persons and Opportunities and for the Manager to be able to see ALL data. This way users have certianty that other agents are not seeing their data and that the Manager knows which person (prospect) is owned by which User (salesperson)
Please hurry up with this guys! would love to use your beautiful, simple and effective software on my other business.
CRM techie commented
We currently use Capsule but are looking at other products that support Team/Group permissions. Please let us know if this feature will be available in Capsule any time soon. Thanks
jelmar groot commented
I am trying to convince my team we do not need this feature, but it would be better if it were there, it would wipe out highrise, or anyway it should
We'd like this feature too. Roles. Teams would be really good. Ability to hide any element / company / case from roles / people / teams
Hi Capsule team could we please get an update as with other comments below this is very important to us and last update 7-months ago!
Eric Salerud commented
Is there any update about the timeline?
Hi Capsule team,
This feature is an absolute must for us!
We have freelancer sales-agents working for us, and we can't have them exposed to all the company's contacts.
We need to be able to restrict a user to certain contacts/companies - best way for us is to restrict a user to certain contacts/companies by adding a tag (say a certain company is tagged with "sales-agent-A" - he will only have access to those companies.
This also works well for having our finance team only see finance contacts / having the support team
So to summarize, we like to be able to determine which tags a certain user has access to.