
{"id":3073,"date":"2017-05-04T14:17:33","date_gmt":"2017-05-04T12:17:33","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=3073"},"modified":"2017-11-23T10:22:38","modified_gmt":"2017-11-23T09:22:38","slug":"restricted-to-group-rights","status":"publish","type":"post","link":"https:\/\/helpdev.minicrm.io\/help\/restricted-to-group-rights\/","title":{"rendered":"Restricted to group rights"},"content":{"rendered":"<h3 id=\"2Csoportkorltozottjogosultsgok\">Restricted to group rights<\/h3>\n<p>In MiniCRM, it is possible to create groups to which you can add <a href=\"..\/how-to-manage-users\/\">users<\/a> with \u201crestricted to group\u201d rights.<\/p>\n<p>It is useful if more than one sales team is working separately in one branch because they can see the data of clients belonging to their group but cannot see clients belonging to other groups.<\/p>\n<p>So several teams can work in a system without seeing each other&#8217;s data or disturbing each other<\/p>\n<div class=\"alert alert-danger\">One <a href=\"..\/how-to-manage-users\/\">user<\/a> can only be added to one group.<\/div>\n<p>Only <a href=\"..\/user-rights\/\">admins<\/a> can create groups. To create one, go to the <a href=\"..\/system-settings\/\">Settings<\/a> &gt;<a href=\"..\/how-to-manage-users\/\">Users<\/a> page and click on the \u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2908\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/villa\u0301skulcs.png\" alt=\"wrench\" width=\"24\" height=\"24\" \/>\u00a0icon next to the \u201cGroup\u201d field.<\/p>\n<p>You can edit groups in the popup window.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium wp-image-3075\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/05\/08_restricted_rights-300x143.png\" alt=\"\" width=\"300\" height=\"143\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/05\/08_restricted_rights-300x143.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/05\/08_restricted_rights.png 423w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/p>\n<p>*<strong>Can only access data of their group.<\/strong><\/p>\n<h3 id=\"Csoportkorltozottmenedzser\">Manager restricted to group<\/h3>\n<p><a href=\"..\/how-to-manage-users\/\">Users<\/a> with these rights only see the cards of those users who are in the same group irrespective of the other users\u2019 rights.<\/p>\n<p>They also have access to the reports of the group. These rights are recommended to team leaders.<\/p>\n<h3 id=\"Csoportkorltozott\"><\/h3>\n<h3 id=\"Restrictedtogroup\">Restricted to group<\/h3>\n<p>Users with these rights only see the <a href=\"..\/what-is-an-opportunity-card-good-for\/\">cards<\/a> of those users who are in the same group irrespective of the other users\u2019 rights.<\/p>\n<h3 id=\"NemCsoportfelhasznlkhozzadsa\">Adding \u201cnon-group\u201d users<\/h3>\n<p>It is possible to add users who are not assigned to a group so the members of the group can see every <a href=\"..\/what-is-an-opportunity-card-good-for\/\">card<\/a> of the user whose rights remain the same.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Restricted to group rights In MiniCRM, it is possible to create groups to which you can add users with \u201crestricted to group\u201d rights. It is useful if more than one sales team is working separately in one branch because they can see the data of clients belonging to their group but cannot see clients belonging [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[391],"tags":[464,468,490,482],"class_list":["post-3073","post","type-post","status-publish","format-standard","hentry","category-more-customization","tag-project-en","tag-right-en","tag-system-en","tag-user-en"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Restricted to group rights - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"Restricted to group rights In MiniCRM, it is possible to create groups to which you can add users with \u201crestricted to group\u201d rights. It is useful if more\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/helpdev.minicrm.io\/help\/restricted-to-group-rights\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Restricted to group rights - Documenta\u021bie MiniCRM\" \/>\n<meta property=\"og:description\" content=\"Restricted to group rights In MiniCRM, it is possible to create groups to which you can add users with \u201crestricted to group\u201d rights. 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