CRM Software » permissions http://synapsoftware.com/crm The Blog about PlaybookIQ, Sales Team CRM and about CRM Software and Strategies Thu, 22 Apr 2010 16:11:05 +0000 http://wordpress.org/?v=2.9.1 en hourly 1 New Feature: Permission Management http://synapsoftware.com/crm/7-new-feature-permission-management/ http://synapsoftware.com/crm/7-new-feature-permission-management/#comments Mon, 23 Jun 2008 22:11:00 +0000 smeade http://synapsoftware.com/crm/?p=7 PlaybookIQ is built from the ground up as a small business CRM tool for sales team collaboration. To effectively collaborate, all users on your team can perform almost all functions. By default, everyone can create, edit, and delete contacts, tasks, comments, playbooks, and step definitions. Yet, for those times that you want to limit user permissions, we have made it very easy to do so.

In this example, Mary has full control over contacts, tasks, and comments in her CRM system. She cannot create, modify, or delete playbooks or step definitions. Only the account owner can change user permissions. To do so, click on “Admin” in the top-right and then ‘edit’ on a contact. This new permission feature is clean, clear, and concise to use and we think you will like it.
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