Enhanced Granular Permissions for Team Management

Announcing Enhanced Team Management Permissions

At SMBcrm, we understand the importance of maintaining control and flexibility in your team management processes. That’s why we’re excited to introduce new granular permission settings for Team Management. This latest enhancement is designed to provide you with the flexibility to define view and edit permissions more precisely for admin roles.

What’s New in Team Management Permissions

Under the Account Settings, we’ve implemented two key permission settings:

  • View Team Members: Grants only view access, allowing designated team members to see information without making any changes.
  • Manage Team Members: Provides edit and delete access, enabling full management capabilities for selected users.

Why Is This Feature Important?

Previously, all  account admins had unrestricted access to the My Staff page. This lack of specific permission settings meant users could edit or delete team members based on hierarchy without any controls in place.

The newly enhanced permissions provide:

  • Granular User Management: Admins can be assigned the ability to merely view the team or be given comprehensive management rights.
  • Visibility Control: The option to restrict certain users from accessing the page altogether.

This improvement allows for greater flexibility in defining admin roles and ensures that permissions align with the specific needs of your organization.

Preview of the New Permission Settings

Here is a look at how you can configure these new permissions:

Permission Settings:
Permission setting

Users without either permission: Both view and manage team member permissions are disabled, resulting in the Team section being unavailable in the side navigation.
Both disabled

Discover More

These updates bring a new level of control to your team management processes, allowing you to tailor administrative roles to better meet your organizational requirements.

For more insights and the latest on our platform enhancements, feel free to explore our Product Updates.

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