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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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      • 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......

      • Simon KingSimon King commented  ·   ·  Flag as inappropriate

        Hi Duncan,
        What is the latest on this? I note your last update was July 2013.
        I've not read all the suggestions below, but a feature I'm constantly tackling correcting administrative errors. Back in my banking days every transaction had to be double checked, generally by a supervisor. So for me it's not just about restricting user access but channelling changes through some form of TQM process.

      • Anonymous commented  ·   ·  Flag as inappropriate

        This is important as some of our field reps do now want and I don't want them to see other countries activities. Please accelerate this implementation as it is very useful to many users.

      • FabrizioFabrizio commented  ·   ·  Flag as inappropriate

        The number of users inside the company are increasing and now we need data segregations.

      • AnonymousAnonymous commented  ·   ·  Flag as inappropriate

        This was started 18-months ago, could you please provide an ETA or at least an update?

      • SinounSinoun commented  ·   ·  Flag as inappropriate

        Very surprised this isn't a feature for a CRM... I love Capsule... but this is a very strange flaw. The people have spoken and it's obviously something that is a must-have... please take this suggestion very seriously, Capsule! Thank you!

      • TaxdoctorTaxdoctor commented  ·   ·  Flag as inappropriate

        This really does seem to be dragging on. Lots of user comments without any feedback. This is the polar opposite to my usual experience with Capsule. A brilliant product with great support. This is such an important feature though and vital for teams like ours. Please please sort it out!

      • Anonymous commented  ·   ·  Flag as inappropriate

        This feature is highly desirable. i love the capsule concept however it is rendered useless, unless I can restrict user access to tasks, leads, opportunities etc. Any ETA? This would make your app superior, make the CHANGE!!!!

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