Limit / restrict user access
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 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.
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))
We are now looking for some feedback on this one. How would you like the security model to work? We want to keep this unobtrusive for customers that don’t need the extra security levels so any suggestions along these lines would be great.
Hi team, is there any developments happening on this topic? This is an extremely important topic that hasn't had any chance since I first looked at Capsule over a year ago.
Cam Price commented
Completely agree, user level access is the only major feature missing from Capsule. Is there any progress on this dev?
Artin Youssefian commented
This is huge. We need a way to restrict our sales staff to only have access to certain contacts, projects, etc. Please accelerate this feature.
I agree we need different options of User access restriction. for example: viewing other users Note's, no edition of notes once saved but type or copy paste another note.
hi, i want to know how to set up an user to not view my movements.
andrew carr commented
i agree with many of the comments posted already
we would like to expand our internal Capsule users
but do not want them having access to all the data, actualy we would like to allocate say access
to Cases to one department and Opertunitys to another
with out the dashboard or other features
Robert F commented
I just email support about this very query.
I suggest that admin or owners be able to select individual contacts to not be shared. Provide an option in the contact's details (only available to admin/owner users) to hide or be restricted from standard users. This way there is no unobstructive features from Capsule CRM and admin/owner have extra control over sensitive contact information such as suppliers details and exclusive/major contacts.
This is crucial for our operation as we have Capsule integrate and sync with Xero and our email program that includes our supplier details. We definitely do not want some of our staff to know about such sensitive information.
We have joined Capsule today on a 30 day free trial.
It looks to be a goos system however the big drawback is that it does not have user access limits.
Clearly user access limits are essential in providing a professional CRM solution.
The first step would be to add a function to allow or not allow users access to a customer.
That should be pretty simple to do.
We hope that you can install this function within 30 days otherwise we will not be able to purchase it.
Alec Kinnear commented
Duncan, the read only option is pretty clear cut. Only admin level users should be able to change notes on contacts (perhaps address level data should be editable as someone junior might have to do so). If the admin/owner wants to give additional permissions on a contact, they should be assignable. Once you do this, though you'll need groups.
Highrise strangely enough does have permissions sorted.
Duncan, we are just joining Capsule and never looked into user privacy & access control assignment since it is a basic necessity to have this feature as Capsule is a CRM. Can you please let us know when this feature will be available on Capsule? Thanks!
r w commented
Duncan: Any update regarding this feature? I see that you commented on it on Feb. 18th (coming on two months ago) so just curious on any update with this feature/project. Please advise. Thank you!
Kelli Richardson Lawson commented
Permissions to limit/restrict user access are fundamental to privacy and peace of mind. This is a fundamental flaw in Capsule which prevents most Enterprise level clients considering it as a solution. (cut and pasted from comment below who express my same sentiment).
Eric O'Flynn commented
I see in the comments below the lack of a "read only" user permission level described as "fundamental" and "deal-breaking." I feel exactly the same about this in what is otherwise an excellent programme. If this feature were available we would happily add many more users.
Please add this feature as soon as possible!
Jorge Fusaro commented
Apparently, this is not happening anytime soon and it's one of the main reasons we are using a CRM. With 20+ sales reps, the leads/contacts may be visible only by the rep who entered them and by the admin/sales supervisor. Additionally, the sales rep owns the lead and is responsible to work it and log activities. If he/she does not do this, then the admin/sales supervisor may reassign the contact to another sales rep. It is a no-brainer for sales and such a cool capsule app, should include it. What if I have a the mobile and personal email for a top-level contact and one of my sales reps decides to call/email for whatever reason...chaos waiting to happen...not good. Permissions to limit/restrict user access are fundamental to privacy and peace of mind.
Sean Power commented
This is a fundamental flaw in Capsule which prevents most Enterprise level clients considering it as a solution. Capsule will be confined to the smaller markets until it is rectified.
We have been thinking about creating an extension which would allow the segmentation of organisations, contacts and opportunities to provide access to a restricted list of users.
If this is causing a major problem to any user(s) and you are willing to work with us in defining the requirement and testing the result, we could be flexible on the commercials. We are probably looking at days not months of development effort to achieve this.
James Gordon commented
I found almost a "deal breaking" flaw in what so far has been a fantastic programme. We're looking to implement Capsule Friday or Monday in our office. We've decided to go ahead anyway and hope that this problem doesn't arise that often or that it's addressed.
History is absolute, so should the history section in Capsule be as well. It's currently open to manipulation or complete changes by ANY user with absolutely no record. So as the ADMIN I could create a history note or even dropbox a client and see that appear in the history section. It logs who created that history and when. Any user can come along at any time, completely change all the text in the note or EVEN the email, save it, and no one would know.
As a manager I would have great concern that things can be edited by staff to suit certain situations and/or avoid ramifications for mistakes, errors or incompetence. A CRM should provide "fool-proof" history so line managers and administrators know exactly who has done what.
In cases of internal or external complaints, sales being contested as to who they belong to amongst staff, people can point fingers in several directions. It's good to have an audit trial to follow so we can find out who has done what, if the person being accused in a complaint or grievance has access to change any records they wish, I'm concerned.
I hope this feature is coming soon Duncan
Susan Hearn commented
so important in a competitive sales environment
I'd like to see you allow us to restrict a user to a set of accounts that have been tagged.
Mark Radford commented
For us, This should work on 2 items:
organisations - check box to hide suppliers
Opportunities - visible by user, user group