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User Accounts - Accessibility and Privileges

Rahul's Avatar


20 Dec, 2011 04:33 PM

It would be useful to include a more customizable approach to our account setups. Currently we have three options (administrator - see everything, manager - see almost everything, sales - see almost nothing) - it would be useful to tailor these. So while sales doesn't have access to much else besides reports, they can still access areas where they can export tables - such as form results.

  1. Support Staff 1 Posted by Bradley on 20 Dec, 2011 04:52 PM

    Bradley's Avatar

    We may consider more customizable roles down the road. For now, which abilities would you like the Manager and Sales roles to have that they do not or vice versa?

  2. 2 Posted by Rahul on 20 Dec, 2011 04:53 PM

    Rahul's Avatar

    During a training, a client wanted her sales guys to be able to see form results but not be able to actually edit or change anything regarding a form. Sales can't see the results (or anything in forms), I believe, and a Manager has the ability to edit a form.

  3. Support Staff 3 Posted by Bradley on 20 Dec, 2011 09:43 PM

    Bradley's Avatar

    Thanks. That's a good example. I think read access to most of the modules in the Manage area would make sense for Sales role.

  4. Bradley closed this discussion on 18 Dec, 2012 04:03 PM.

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