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Documents in CRM: Access permissions

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This option is available to CRM+, Standard and Professional plans subscribers only.

To configure documents access permissions, open any CRM element and click Documents > Add new template.

Click the cogwheel button > Access permissions.

Add a user/department/group you want to configure access permissions for by clicking Add access permission.

Click Add to add a new role.

Specify role name and configure actions available to this role.



Permissions types

Settings – Update This permission allows a user to change settings. Documents - View This permission allows a user to view documents created using any document template. Documents - Update - If the user is specified in the template users list, he/she can create a new document using this template or edit the existing one by clicking "Edit document".
- If the user is specified in the template users list, he/she can delete documents.
Templates – Update - Personal - User can create new documents templates.

- User can delete and edit documents templates created by him/her. Templates – Update – Personal and department - User can create new documents templates.

- User can delete and edit documents templates created by him/her or by users from his/her department. Templates – Update – Any This permission allows a user to edit and delete any documents templates.

Click Save and assign this role to the added user.


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