User Group Permissions Update

  • Streamlined interface for quicker setup and edits
  • Enhanced permissions and control over what is seen and editable on a record
  • Better control over what tools, features, documents and stored processes a group has access to

 

We’re delighted to announce the scheduled release of our update to User-Group Permission for SMPL. This overhaul to the permissions was carefully built from user feedback and our desire to meet the ever changing needs of our clientele. This overhaul brings a new interface that gives you much more control over what a User-Group can view/edit and interact with on any given record type.

Your existing permissions will be upheld with the exception of Edit/Not Edit Links permission. Because of this we’re highly recommending that when this code goes live that you update to the new permission structure ASAP. This can easily be done in your system, and the video showcase even shows you how that will work.

 

To activate just goto Admin > Config > CRM Screen Config. Click on the red-box to intall. If already installed you will see a blue box with a link to the new User-Group Permissions tool.