Set Role Wise Permissions on Columns – Deskera CRM

Increase your security and be in control by setting role wise permissions on columns. This allows you to assign who can view or edit certain columns and make certain fields mandatory in order to get the data that you need. This can be done in any of the modules in Deskera open source CRM. We will illustrate this by using the leads module as an example.

Step 1: Click on “Manage Columns”.

Step 2: Click on “Customise Header”

Step 3: Assign the roles can view/edit particular columns and check the box on the right to make the fields mandatory. Click “Save and Apply” to save your changes.

You have just assigned role wise permissions to your leads columns! You can do the same for your other modules as well. You now have greater control over the changes that are made in specific columns as well as which information is available to which department/position.

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Deskera is the leading cloud software provider across Asia. Founded in 2008, Deskera today has more than 80,000 users worldwide. Deskera Cloud apps help you achieve an end-to-end view across your business, manage and optimise your business operations and resources, improve operational efficiency and more. And all this comes in a easy to use, and quick to learn interface that can be accessed from anywhere. The key Deskera Cloud apps are Deskera Financial Management, Deskera CRM, Deskera Projects, Deskera HRMS and Deskera LMS. We are delivering the most relevant and effective solutions to meet the industry specific challenges you face in your business every day.