The right people see the right records.
Give each person a level and a manager, and what they can see follows the reporting line. Group people into departments and teams, and choose where records are shared.
What you can do
- Six levels: Senior Management, Management, Middle Management, Standard User, Viewer and CRM Administrator
- Each person reports to someone; managers see their own records and everyone's below them in the chain
- Senior Management and CRM Administrators see everything; a Viewer can read but not change
- An organogram shows the structure on a computer and as a tree on a phone
- Departments with teams inside them, and an option to let a team or department share records among its members
- Records, tasks, files and documents all follow the same visibility rules
- Every change to a level or reporting line is recorded
Good to know
- A person belongs to one department or team, and a department can contain teams but not other departments.
- These rules are applied on the server for every request, not only by hiding things on screen.
Illustrative previews with sample data.
Try it with your own records.
Levels, reporting lines and departments decide who sees what. Create a workspace for free and choose a plan only when you need more.