Manage CRM section visibility

Account owners can hide features in the CRM system to limit specific team members' access to them.

In this article, we’ll talk about how to manage feature visibility in the CRM system.

Invite team members

Before you begin, invite team members to your account and assign them a role that includes access to the CRM section.

Read more: Invite a user to your team and Manage a team.

You can manage your team members' access rights to the entire tools and individual CRM system features.

Adjust section visibility

Go to CRM > Settings > Section visibility. You’ll see a list of features you can show or hide for specific team members.

By default, all CRM features are visible to all team members.

Find the section you want to manage and click the eye icon. In the modal window, select invited team members and click OK. To hide this section from all team members, click Clear all > OK.

If a feature is hidden, the CRM system will show profile pictures of team members who have access to it.

If a feature is hidden from everyone, the crossed-out eye icon will appear next to it.

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