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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 →
    Anonymous shared a merged idea: Assign leads/contacts to specific users.  ·   · 
    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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      • Bob MillerBob Miller commented  ·   ·  Flag as inappropriate

        this is very important
        thoughts on how to implement
        1) use tags that are shareable only with certain groups of people
        2) just restrict opportunities and associated notes
        this would at least be a start

      • Anonymous commented  ·   ·  Flag as inappropriate

        Actually amazing the blatant disregard for their clients with not even the courtesy of a response in over 2 years to comments - says it all really. Management just taking the money with no customer service of forward development must just be a sideline project for the Zestia team!

      • Alberto StrazzaboscoAlberto Strazzabosco commented  ·   ·  Flag as inappropriate

        I'm starting to look around for an alternative, product growing curve is not acceptable. In the last 3 year some new good product are made available.

      • David WalkerDavid Walker commented  ·   ·  Flag as inappropriate

        Hi Duncan, I see this request goes back to July 2013 and we have the Olympics in Brazil in 2016 so this is a nearly a three year open request from Capsule customers and partners that has no conclusion. Please can you confirm a date for this option to be ready or be honest and say you wont have this option, the only reason I ask is I showed a 65 user customer Capsule and Dynamics CRM and he loved Capsule right up to the point of the we are discussing then it feel apart and went Dynamics which I don't like but had to go with... 65 users x 10 a month x 3 years is £23,400 lost business. Capsule is great product but honest timescale needs to be the top priority for the future

      • GrahamGraham commented  ·   ·  Flag as inappropriate

        Given that this request has generated over 400 comments and has over 1300 votes, and has been on Capsule's radar for years, they'd have done it if they were interested or capable of delivering it. We've given up waiting for new features from Capsule. Great CRM let down by very slow feature releases. Disappointing.

      • Sean PowerSean Power commented  ·   ·  Flag as inappropriate

        Again, this is a vital requirement for us. We are working with another client who simply cannot use Capsule until this is in place. We have a solution to the issue but it will require some custom development, and clearly we don't want to undertake this if this feature is on the short term roadmap.

        An update on your thoughts at the moment would be useful.

      • justinjustin commented  ·   ·  Flag as inappropriate

        this should have been a core feature from version 0.0.1. It is too important. I am using capsule as an interim solution while developing a customized sugar instance. The #1 reason we did not consider capsule for permanent usage is the inability to limit/grant access to segements of contacts/orgs on a user and team level. The inability to do this is a non-starter for us and I would imagine many others.

      • NeilNeil commented  ·   ·  Flag as inappropriate

        I'll join the list.... Product does everything we need, great layout etc etc. BUT no ability to segment data makes it totally USELESS

        Example reason: Junior sales staff is looking for a new job, can access high value accounts assigned to sales manager before leaving.

      • Thomas ChanThomas Chan commented  ·   ·  Flag as inappropriate

        Is there an official timetable? I love the product but as our salesforce is growing, I will need to move to another CRM if this isn't something that will be happening very soon.

      • Simon BurnettSimon Burnett commented  ·   ·  Flag as inappropriate

        Come on, please release ASAP. We need this feature? How can the Capsule Community make this happen? I have a group of great web dev's that'd gladly have a stab if you'd open access and want support? We so badly need this in Capsule.

      • Todd STodd S commented  ·   ·  Flag as inappropriate

        We're another potential paying customer who simply cannot migrate to Capsule without the ability to restrict access to the customer data by salesperson/team.

        Two years is an absurdly long time to not give an update on this!

      • AnonymousAnonymous commented  ·   ·  Flag as inappropriate

        Ignoring 400+ client requests for an update is pretty poor Capsule. If you haven't made any progress since your last update 2-years ago just say so!

      • Anonymous commented  ·   ·  Flag as inappropriate

        We are currently using Capsule CRM side by side with Zoho as we cannot allow certain members of our sales team to see everything that other sales staff are working on. We like Capsule because of the integration with Xero and Quotient but having two CRM's is becoming a headache to manage. Do you have an expected time frame as we will have to consider other options if these features are not coming soon

      • Anonymous commented  ·   ·  Flag as inappropriate

        Hi Duncan,

        Any news? We are considering switching to CapsuleCRM, but we rely on this feature...

      • Anonymous commented  ·   ·  Flag as inappropriate

        Hi Duncan,

        Are there any updates? I am a using capsule with pleasure, but the possibility to restrict acces to specific users is really limiting its use. I love your idea of introducing "Teams".

      • Anonymous commented  ·   ·  Flag as inappropriate

        This is a very important feature that needs to be implemented. We will struggle to continue to use capsule without this feature, any update would be appreciated.

      • Martin McAleerMartin McAleer commented  ·   ·  Flag as inappropriate

        Hi, Could we have a reply and ETA on this please because it looks as if Capsule are just ignoring customer requests now......

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