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 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.
I would love this feature. Please keep us posted.
Is there any update on this feature? We need to make a decision regarding our CRM use and we could really use some direction here. If only a simple "no news" - that would be a nice response. Please provide some update.
Are you willing to provide any update at all on this feature?
This feature will be the turning point for Capsule to Go Pro.
Jan-Paul Kreukniet commented
Could you give an update on this one?
Luiz Pina commented
I´m still waiting for more update on this feature.
Duncan - Can you please update us on this feature? No update at all makes people feel frustrated and ignored. Thanks.
Eric O'Flynn commented
Update please? Any chance of an ETA?
Duncan - it might be time for an update on this topic. Letting people know how the feature is coming along can help ease some of the eager anticipation.
Sean Davis commented
Would really like to see restrictions to integrations for example, only allow certain users (or groups) to access Xero information, invoices etc.
Thomas Roberts commented
Thanks Duncan, all the best with the development
Herb Sih commented
This is an important enough feature that would cause me to leave your platform for a similar one that offered this. For what it's worth, I have used, installed and modified Siebel CRM platforms, to Act! to multiple hosted.....your platform shows very well in its category and we have 14 users currently on yours but could add another 10-20 IF this feature was available. And if this feature doesn't become available, at some point we will have to look elsewhere but am very hopeful you strongly consider this. It is a MUST.
AdminDuncan Stockdill (Admin, Capsule) commented
@Thomas, we're working on it! Never sure on timeline until it's done. This one's already proving tricker than we'd hoped but we're making progress.
Thomas Roberts commented
Any idea to timing would be much appreciated
Hey Capsule Team! We will be happy to get any update from you about this. Thank you.
Jonathan Galloway commented
most certainly a required feature by almost everyone who uses Capsule...or any CRM for that matter.
Looking forward to this update being released.
Eric O'Flynn commented
Like other posters, I will add users as soon as this is brought in, and I'd really like a rough idea of when that will be. Thanks
Any update on this added feature? We, like many I presume, are in need of it before we can add on additional users. Please advise. Thanks :-)
I'm using Capsule and would like to use it also for a new startup but need a crm that can split access for sales and projects. When this update will be available?
Looking forward to this key function. With this implemented it will be a almost perfect CRM.
Keep up the good work!