Missing menu items

Front Page Forums CRM Missing menu items

Viewing 5 reply threads
  • Author
    Posts
    • #7669
      robbie_berns
      Participant

      I am setting up the CRM for a customer, and have got tangled in user roles / permissions. I am using Work Flow, Email campaign, and Custom Field Builder.

      Problem: users who are “CRM Managers” (checkbox) cannot see the “Workflow”, “ERP settings”, or “Email Campaign” menu items.

      Where can I reset the permissions?

    • #7687
      Shawon Chowdhury
      Moderator

      @robbie_berns,
      Thanks for writing.
      “CRM Manager” should be able to use Workflow and Email Campaign.
      “ERP Settings” can be visible to only the administrators.

      Cheers 🙂

    • #7712
      robbie_berns
      Participant

      Thanks Shawon
      I have cleared some other permission issues, but still have a problem.

      I have created a user with Editor and CRM Manager roles. All the correct items all appear, but the only one which does not work is Workflow>Add New. It just shows a blank.

      However as adminstrator user, it is fine.

      Suggestions?

    • #7750
      Shawon Chowdhury
      Moderator

      @robbie_berns,

      Our support team has just sent you the developed version of it, Rob.
      Hope it’s working for you now 🙂

      Thank you 🙂

    • #7753
      robbie_berns
      Participant

      Yes, it worked perfectly – thanks for the great support, Shawon!

    • #7760
      Shawon Chowdhury
      Moderator

      @robbie_berns,

      Glad to hear it worked for you 🙂

Viewing 5 reply threads
  • You must be logged in to reply to this topic.

Contact Us

Reach out to us for any inquiry

You must enter full name
You must enter email
You must enter message

We received your message

We will reach you with your email address soon. Thank you for the time!