User group filtering
SuperOffice CRM users belong to different user groups depending on what type of rights they have. This is defined in the Users screen.
When you specify an item in a list in the Lists screen, you can also specify which user groups the item is visible to, in the Items tab. Alternatively, you can go to the User groups tab to specify available items for each user group. Both methods are described below.
Note
If you do not check Use grouping and user group filtering for this list, all items in the list are visible for all user groups.
Enable grouping
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Click the Lists button in the Navigator ().
Select the desired list from the dropdown menu in the upper-left corner of the Lists screen.
Check Use grouping and user group filtering for this list in the upper right corner.
Specify user groups for an item
Select the required item in the Items list.
Select a user group in the Visible for user groups list. All the user groups in the organization are displayed here. Click the box next to the required user group to specify that the item should be visible to that group.
The box will then be marked with a tick ().
Repeat steps for each item you want to make visible for particular user groups.
Note
When you add an item to the Items list, it will automatically be visible to all the user groups listed under Visible for user groups. You can, if required, remove the checks for the user groups you do not want the items to be visible to.
You can select several user groups for one item. Click Select all () to select all the groups, or Unselect all () to remove all selections.
Specify items for a user group
You can also specify available items for a user group:
Go to the User groups tab.
Select a user group in the list.
In the List items available to this user group list, click the box next to each item that should be visible to that group.
Repeat steps for each user group.