The final stretch of the year brings custom permissions, a new business report, a duplication alert, and permission to generate API tokens.
Shall we check it out?
Custom Permissions
In response to our customers' requests, we're introducing a fantastic new feature: custom permissions in RD Station CRM . You can now fine-tune user access in more detail, increasing the security and efficiency of your company.
The admin user can create a profile with a set of advanced permissions, allowing for more flexible customization. This innovation facilitates access management, increases data security, and improves operational kazakhstan whatsapp resource efficiency through profiles, providing more powers and controls according to the needs of your operation.
Administrators can delegate previously restricted activities, such as product management and importing, through the custom profile. Select the permissions that the created profile will have access to and the users that will be part of this profile.
In Analysis Permissions , it is possible to allow users of the created profile to have access to
-Sales performance
-Sales activities
-CRM Live
-Export reports
In Advanced Settings , it is possible to allow users of the created profile to have access to
-Import data
-Products and services
-Change the person responsible for the negotiation
-Change the company manager
Custom Permissions are now available for RD Station Marketing’s Pro plan! Explore this new feature and take advantage of the opportunity to revolutionize your team’s autonomy.