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People access to CRM

Posted: Mon Nov 20, 2017 2:19 pm
by marxistvegan
Hey all,

As the owner/administrator, I created a new People and added them to a staff group which has access to CRM. However when I log in with that People account they only have access to one contact in the CRM records and not the over all list of 500. Is there some other Access right that I am missing. The only work around is to add them as Administrators and grant them access via that method.


Re: People access to CRM

Posted: Wed Nov 29, 2017 1:29 pm
by Kate

By default, the access to the created contact within CRM module is granted to its managers only. Open the contact profile for editing and heck the "Allow access to the company/person for all CRM users" box if you wish to grant access to all CRM users i.e. make the contact public. Specify the access type selecting the necessary option from the drop-down list:

- for reading - to allow all users to view this contact (this option is selected by default),
- for reading/writing - to allow all users to view and edit this contact.

Public contacts are marked with the Public contact icon on their photos.