Make the User Permissions more specific
Make the user permission more specific. For example: A team lead can only view the projects that their team creates. Or certain users can only view the proposals of another specific user instead of having access to all projects created
Jared Barclay
shared this idea
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Create a permission that prevents a user from being able to edit the loan option settings on the Financial Options page on a Project.
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Creighton Stephens
commented
Hey,
We should figure out a way to set up a Sales user to view & present proposals only. Without having the ability to see pricing most importantly.
The ideal scenario would be to assign / send projects to a salesperson, without having to put the salesperson's information into the customer info section. We should also have the ability to assign projects to a salesperson, only allow them permission to view / present, and sign proposals with customers. No editing or viewing permissions outside of the quote presentation page.
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Jay Bure
commented
In the User Permission: Allow users to Edit/View Drawing Tool Only.
We have a design team and a sales team. The design team does not need to view the rest of the proposal.
