The ways in which your users can interact with records in OpenCRM are controlled through their Profiles. Profiles are linked to individual users via their Roles. So the first thing we need to do is to create a Profile which does not let its associated users delete anything and then link that Role to the users we need to restrict.
Creating a New Profile:
The page will reload and you will see your new Profile in the list of available Profiles.
Creating a New Role:
The page will load with the new list of available Roles, which will include your newly created Role. Now all that is left to do is to update the relevant users. Updating My Users To Use These New Permissions:
Then just click Save at the top of the screen. When this user next logs in, they will find that the Delete button is no longer available to them when they are looking at Contact records (or on which ever screens you edited in the Profile step): To apply these new permissions to multiple users, simply go back to your list of users, pick the next user and make the same change. You could go back through these steps and remove the ability to Edit Opportunities, Merge Companies, or view Leads etc. You may also be interested in:
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