Every module in Microbizz has a set of permissions, which is the case for the CRM module as well.

For a general understanding of permissions visit this section.

Keep in mind that the users must log off the system and back again before the permissions take effect.

CRM specific permissions

In this module, you can set the permissions for team types and teams by ticking their respective boxes.

The available permissions are as follows:

  • Company - block: Allows you to specify who has the permission to block companies
  • Company - create: Allows you to specify who has the permission create new companies
  • Company - edit: Allows you to specify who has the permission to edit company information
    • Company - delete: Allows you to specify who has the permission to delete companies
  • Company - combine: Allows you to specify who has the permission to combine companies
  • Company - see activity: Allows you to specify who has access to the "Activity" tab on companies
  • Company - adresses: Allows you to specify who has access to the "Addresses" tab on companies
  • Company - notes: Allows you to specify who has access to the "notes" tab on companies
  • Company - people: Allows you to specify who has access to the "Persons" tab on companies
  • Company - view forms: Allows you to specify who has access to the "Forms" tab on companies
    • Company - fill out forms: Allows you to specify who has permission to fill out forms
  • Company -  competences: Allows you to specify who has access to the "Competences" tab on companies
    • Company - edit competences: Allows you to specify who has permission to edit competences
  • Company - subscriptions: Allows you to specify who has access to the "Subscription" tab on companies
  • Company - emails: Allows you to specify who has access to the "Emails" tab on companies
  • Company - emails sent: Allows you to specify who has permission to administer which mail categories should be send to the company mail and to individual employees
  • Company - sales campaigns: Allows you to specify who has access to the "Campaign" tab on companies
  • Company - calls: Allows you to specify who has access to the "Call" tab on companies
  • Company - contracts: Allows you to specify who has access to the "Quotation" tab on companies
  • Company - relations: Allows you to specify who has access to the "Relations" tab on companies
  • Company - units: Allows you to specify who has access to the "Units" tab on companies
  • Company - assignments: Allows you to specify who has access to the "Tasks" tab on companies
  • Company - reminders: Allows you to specify who has access to the "Reminders" tab on companies
  • Company - invoice lines: Allows you to specify who has access to the "Invoicing" tab on companies
  • Company - EDI: Allows you to specify who has permission to administer the EDI section of CMR.
  • Company - economic key figures: Allows you to specify who has permission to see key figures on companies
  •  Company - production: Allows you to specify who has access to the "Planning" tab on companies
    • Company - routes: Allows you to specify who has access to the "Routes" tab on companies
  • Company - files: Allows you to specify who has access to the "Files" tab on companies
  • Company - accounts: Allows you to specify who has permission to administer the account section of CRM
  • Company - extranet: Allows you to specify who has access to the Extranet
  • Company - registrations: Allows you to specify who has access to the "Hours" tab on companies
  • Company - Direct Connect: Allows you to specify who has access to the "direct connect" tab on companies
  • Company - NN market data: Allows you to specify who has access to the menu NN Market data (special add-on for Danish solutions)
  • Company - prices: Allows you to specify who has access to the "Prices" tab on companies
    • Company - edit prices: Allows you to specify who has Permission to edit prices
  • Company - product no.: Allows you to specify who has access to the "Product No." tab on companies
  • Company - direct order: Allows you to specify who has access to the "Direct Order" tab on companies
    • Company - direct order config: Allows you to specify who has permissions to configure the "Direct Order" tab on companies
  • Company - modified function: This enables any patches that provide tabs in the CRM module
  • Company - depot: Allows you to specify who has the permission to administer products and choose responsible person for the depot
  • Company - depot order lines: Allows you to specify who has permission to order depots.
  • Company - support ticket: Allows you to specify who has access to the "Support" tab on companies
  • Company - week list: Allows you to specify who has access to the "Week List" tab on companies
  • Company - calendar: Allows you to specify who has access to the "Calendar" tab on companies
  • Company - interests: Allows you to specify who has access to the "Interests" tab on companies
  • Company - disclosure: Allows you to specify who has access to the "Disclosure" tab on companies
  • Company - inspections: Allows you to specify who has access to the "Inspections" tab on companies
  • Company - set meetings: Allows you to specify who has access to the "Set meetings" tab on companies
  • Company - statistics: Allows you to specify who has access to the "Statistics" tab on companies
  • Company - stock: Allows you to specify who has access to the "Stock" tab on companies
  • Company - equipment: Allows you to specify who has access to the "Equipment" tab on companies
  • Company - map: Allows you to specify who has access to the "Map" tab on companies
    • Company - edit map: Allows you to specify who has the permission to edit maps on companies
  • Procedures: Allows you to specify who has access to the "Procedures" tab on companies
    • Create procedures: Allows you to specify who has the permission to Create procedures
    • Edit procedures: Allows you to specify who has the permission to Edit procedures
  • Emails sent: Allows you to specify who has access to administer "Email Dispatches" (the EMAIL DISPATCHES menu)
  • Importing from NN market data: Allows you to specify who can do a broad import with the NN Market data (special add-on for Danish solutions)
  • Sales pipeline: This enables the SALES PIPE menu in the CRM module, where you can see an overview of the sales phases for the companies; this also requires some configuration in the Sales module
  • Subscription overview: Allows you to specify who has the permission to administer subscriptions
  • Settings: Allows you to specify who has the permission to access settings
    • Accounts: Allows you to specify who has permission to administer accounts in the CRM module
    • Emails: Allows you to specify who has the permission to access Mail import (CONFIGURATION > MAIL IMPORT)
    • Fields: Allows you to specify who has the permission to access Custom fields (CONFIGURATION > CUSTOM FIELDS)
    • Personal fields: Allows you to specify who has the permission to access Subscriber Custom fields (CONFIGURATION > SUBSC. CUST. FIELDS)
    • Person data: Allows you to specify who has the permission to access Person data (CONFIGURATION > PERSON DATA)
    • Forms: Allows you to specify who has the permission to access Set Forms (CONFIGURATION > SET FORMS)
    • Relations: Allows you to specify who has the permission to access Relations (CONFIGURATION > RELATIONS)
    • Filters: Allows you to specify who has the permission to access Filters (CONFIGURATION > FILTERS)
    • Company types: Allows you to specify who has the permission to access Company types (CONFIGURATION > COMPANY TYPES)
    • Person roles: Allows you to specify who has the permission to access Person roles (CONFIGURATION > PERSON ROLES)
  • Set standard folder structure: Allows you to specify who has permission to set a standard folder structure.
  • Update filters: This enables update filters on the system