Under Options > Permissions you determine from which authorization level certain functions in portatour® are accessible (for authorization levels see Show user list).
The following settings options are available:
- All users: There is no restriction. This function can be equally used by users, supervisors and administrators.
- Supervisors & Administrators: This function can only be used by supervisors and administrators. They may even access the respective program function in the user's workspace if the actual user has no permission for it.
- Only Administrators: The previous point applies to administrators only.
- Nobody: The feature is deactivated for everyone, even for administrators.
This is what it looks like for users when Edit reporting settings is allowed only for administrators and supervisors:
Notes:
- Only restrict the functional scope for users to the extent you consider indispensable. Excessive restrictions will have an effect on the usability of portatour®.
- If – for example – you automatically and regularly import your customer data from your company’s ERP or CRM system, it might make sense to restrict the creation, deletion and editing of customers or the manual import of customers to Nobody.
- The restriction of Reports > Edit history means that no call reports may be created, edited or deleted for past days.
- The restriction of Transfer data means that no customers (incl. appointments and reports) can be moved or copied between users via customer mass editing.