users and clients

  • Resolved lfokp

    (@lfokp)


    9 years, 1 month ago

    Hi:
    Is it possible to have users managing their own clients:

    User John manages clients/leads Peter, Mary, Lewis, etc.
    User Jason manages clients/leads Penny, Moses, Lety, etc.
    User Jack manages clients/leads Jeff, Melissa, Lawrence, etc.
    and so on.

    Each user would only see their own clients
    Managers can see all users and clients from respective users

Viewing 2 replies - 1 through 2 (of 2 total)
  • Elena

    (@lena60942)

    9 years, 1 month ago

    Hello,

    I believe that you have contacted us directly and I just responded to your e-mail 🙂

    Will mark this as resolved, let us take the communication to e-mails.

    Plugin Contributor MariaKravchenko

    (@mariakravchenko)

    9 years, 1 month ago

    Hello @lfokp and other users who may have similar question.

    There is an option in Settings/Main tab – “Minimum user level to manage WP-CRM”
    https://www.screencast.com/t/Xj3jQGr3v

    That is all, what we have about capabilities at the moment in our plugin.

    Other things can be developed as custom service.

    Regards.

Viewing 2 replies - 1 through 2 (of 2 total)

The topic ‘users and clients’ is closed to new replies.

Tags