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Limit / restrict user access

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    Duncan StockdillAdminDuncan Stockdill (Admin, Capsule) shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
    Gill GoddardGill Goddard shared a merged idea: Update User roles to allow ability to add subsest of contacts but not see all others in database  ·   · 
    Martin CMartin C shared a merged idea: Add a private flag so we can keep personal contacts without sharing them with others  ·   · 
    Anonymous shared a merged idea: create private tasks. There are personal tasks that you don´t want everybody to see..  ·   · 
    Greg RobinsonGreg Robinson shared a merged idea: Manage User Permissions  ·   · 
    Bob LevyBob Levy shared a merged idea: Securing contact groups and their relevant info from other users.  ·   · 
    ThomasThomas shared a merged idea: Allow greater admin control over features.  ·   · 
    DaveMDaveM shared a merged idea: Ability to make a CASE private versus public and then assign team user participation  ·   · 
    Ashleigh BrudersAshleigh Bruders shared a merged idea: User Permissions  ·   · 
    karimkarim shared a merged idea: Read Only Users  ·   · 
    Adrien LaurentAdrien Laurent shared a merged idea: Create a toggle field to allow/disallow users to delete opportunities  ·   · 
    Don FergusonDon Ferguson shared a merged idea: Allow different sets of capabilities for users.  ·   · 
    Ivan OngIvan Ong shared a merged idea: Account Manager / Permissons  ·   · 
    SkipSkip shared a merged idea: Introduce 'Teams'  ·   · 
    Noah RashetaNoah Rasheta shared a merged idea: Restrict users to see only their sales leads and not everyone elses  ·   · 
    Scott TownsendScott Townsend shared a merged idea: Permission levels for users  ·   · 
    anonymousanonymous shared a merged idea: Private / personal contacts  ·   · 
    anonymousanonymous shared a merged idea: private tasks that only the creator or assignee can see  ·   · 
    started  ·  Duncan StockdillAdminDuncan Stockdill (Admin, Capsule) responded  · 

    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.


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      • mtschanenmtschanen commented  ·   ·  Flag as inappropriate

        When will this update be ready? A year should be sufficient to enhance the roles and rights model of Capsule.

      • jcojco commented  ·   ·  Flag as inappropriate

        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.

      • Mike CahnMike Cahn commented  ·   ·  Flag as inappropriate

        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.

      • mtschanenmtschanen commented  ·   ·  Flag as inappropriate

        When can we expect the first version of an improved user access control to go live?

      • Anonymous commented  ·   ·  Flag as inappropriate

        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-BradshawPaul Hinchley-Bradshaw commented  ·   ·  Flag as inappropriate

        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.

      • Anonymous commented  ·   ·  Flag as inappropriate

        Any ideas as to when this will take place? This is a very valuable and necessary tool. Please advise.

      • William ScottWilliam Scott commented  ·   ·  Flag as inappropriate

        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 techieCRM techie commented  ·   ·  Flag as inappropriate

        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 grootjelmar groot commented  ·   ·  Flag as inappropriate

        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

      • GrahamGraham commented  ·   ·  Flag as inappropriate

        We'd like this feature too. Roles. Teams would be really good. Ability to hide any element / company / case from roles / people / teams

      • AnonymousAnonymous commented  ·   ·  Flag as inappropriate

        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!

      • Anonymous commented  ·   ·  Flag as inappropriate

        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.

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