Define account and project-specific permissions for showing modules and even making whole projects private
Content
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What is Special Permission?
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How to configure special permissions
Description
Use Special Permissions to show and hide account and project details from users.
Plans: Sales CRM, Project Management, ERP
Permissions: Admin
What is Special Permission?
Use the special permissions to manage the access for users to view specific modules. You can find the special permissions under the key icon.
Click the key icon to open the slider and configure permissions.
Defining Special Permissions in the Slider
When clicking on the key icon, a slider opens.
From the slider, you can select the feature where you want to define special permissions.
Permissions
Before you can use special permissions, you need to click the "Activate special permissions" switch to enable the possibility to edit special permissions. You can deactivate the permission by clicking the switch again. When doing so, it will turn grey.
Default Permissions from Settings
In the settings, you can find the people who have the special permissions and who don't. By clicking the tag, you can activate or deactivate the special permissions. When the tag is blue, the person mentioned in the tag has the specia permission. When the tag is grey, the person does not have the permission.
Add Extra Permissions
Here you can add users/groups to give them special access to the module you are configuring.
Click the X-icon in the tag to remove the permission.
