Limit / restrict user access
Allow them to only work leads assigned to them and not have access to leads/contacts assigned to other users.
We wish to provide a way for our partners to update their opportunities in our database -- they can then use to monitor their own opportunities but also as main business we can see their information without needing to export and import. They would not be able to see other partner information - unless the partner chose to share with others.
Rather than having different accounts and databases, we could keep ALL contacts in Capsule and just share those we need to share for business reasons. This would be especially good for me if I'm using mobile and in a different country etc
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.
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.
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 Chan commented
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.
Hi Duncan, what's the status about this feature?
Simon Burnett commented
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 S commented
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!
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!
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
Any news? We are considering switching to CapsuleCRM, but we rely on this feature...
@Josef Szotten - Can we get an update on this feature?
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".
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 McAleer commented
Hi, Could we have a reply and ETA on this please because it looks as if Capsule are just ignoring customer requests now......
Simon King commented
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.
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.
The number of users inside the company are increasing and now we need data segregations.
This was started 18-months ago, could you please provide an ETA or at least an update?
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!
Would also love to see this.
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!