We recently updated the CRM field access permissions module for Bitrix24. The module hides or prohibits editing specific fields of CRM entities (Deal, Lead, Contact or Company) in Bitrix24 from specific users, user groups or departments.
We recently updated the CRM field access permissions module for Bitrix24. The module hides or prohibits editing specific fields of CRM entities (Deal, Lead, Contact or Company) in Bitrix24 from specific users, user groups or departments.
Mary, a sales representative leaves a comment on a deal card, after which she changes the deal stage.
In this new stage, Oliver, her colleague becomes the new responsible person.
Oliver then edits Mary’s comments, but it appears as though Mary was the one who made the edit!
With standard Bitrix24 CRM functionality, this is allowed.
You can imagine the confusion and problems this can cause.
Our clients requested to change this functionality, so that no Bitrix24 user is allowed to edit another user's comment.
The second functionality they wanted is to separate user access to CRM fields - to grant certain users access to fields while other users are restricted.
We implemented both solutions.
This article is a description of how we achieved these customizations
In this new stage, Oliver, her colleague becomes the new responsible person.
Oliver then edits Mary’s comments, but it appears as though Mary was the one who made the edit!
With standard Bitrix24 CRM functionality, this is allowed.
You can imagine the confusion and problems this can cause.
Our clients requested to change this functionality, so that no Bitrix24 user is allowed to edit another user's comment.
The second functionality they wanted is to separate user access to CRM fields - to grant certain users access to fields while other users are restricted.
We implemented both solutions.
This article is a description of how we achieved these customizations
Elena Fedianova
Our "CRM Field level permissions" module for Bitrix24 CRM helps you set access permissions and restrictions to CRM fields.
This is a guide on how to use it.
This is a guide on how to use it.