Can I restrict a Sales.Live User from seeing specific information about Customers and Products?
Yes, yes, yes!
You can control whether a user has access and whether (in stand-alone
mode) they can add, edit or delete records. There are separate controls for
access to costs and prices.
Need further information?
Submit a ticket by sending an email to Support@Plus.Live or use the "Chat" option (note - only available within Plus.Live).
Related Articles
4. Set Up User Group(s) in Sales.Live
In Sales.Live, you can control what Users have access to which Applications by using User Groups and Users. This is done at the Portal Level. To see how to set this up, CLICK HERE and follow the steps. Need further information? Send an email ...
2. Connect Business System to Sales.Live
Once you've set up the Company Portal and First User, you need to connect your Business System (ABM, MYOB, SAGE etc) to Sales.Live. This connection is via something we call a Data Connector. This allows the sharing of information between your ...
1. Create Company Portal & User
If this is your first Application within the Plus.Live portal, we first need to set up a Company Portal and Admin User, within Sales.Live. This is all done in the Plus.Live Portal, or "engine room" (screen dump below) and to get there, follow these ...
Can I restrict which Customers a Sales.Live User has access to, within Sales.Live?
Yes you can. A User can have access to all Customers or to those which belong to their Sales Representative code. If you assign a Sales Rep to a User, that User will only see the Customers to whom that Sales Rep is assigned. You can assign Sales Reps ...
5. Add & Invite Users to Sales.Live
Adding Users Once you've set up a User Group with the appropriate Applications that you want to invite users to, you're ready to add Users. You can do this under the User Menu Item from the Plus.Live Administration Menu. To get to this menu, click ...