Yes, you can customize user restrictions in several ways. Here's an overview of the available options:
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Assigning User Privileges When Creating a New User:
- During the user creation process, you can choose to grant admin privileges or the ability to export data to the new user by checking the "Admin Privileges" checkbox on the Users page in Settings.
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Modifying Privileges for Existing Users:
- For users already created, you can either grant or revoke admin privileges and the ability to export data as needed.
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Grouping Users for Custom Access:
- In the "Settings" section, you can create user groups. When entering new information into Wealthbox, you can set visibility preferences for these pre-created groups, ensuring the right level of access.
These options provide flexibility to manage user permissions and ensure the appropriate level of access across your team.
FAQs
How do I set permissions for or restrict contact records?
In Wealthbox, access permissions are based on the visibility settings of each contact or activity, not on the user’s profile or account. See also: How do I set “permissions” or “visible to” restrictions when adding information into Wealthbox?
Will granting "Admin Privileges" allow the user to see all Wealthbox records?
No. While a user can be granted "Admin" privileges, admin access in Wealthbox does not equate to full access to the CRM records.
How Do I Restrict Access To Contact Records?
See: How Do I Restrict Access To Contact Records?