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The following rights settings are available in amoCRM:

1.For Leads

Create. Rights to add new deals. Levels of rights:

  • Permitted (user can add leads)
  • Prohibited (user can not add leads)

View. Rights to view leads that are in the system. Levels of rights:

  • Permitted (user can view all leads in the system)
  • All in the group (the user can view the leads of the members of the group that he is in)
  • If responsible (the user can view leads in which he is responsible)
  • Prohibited (user can not view leads)

Edit. Rights to edit leads. Levels of rights:

  • Permitted (user can edit any leads)
  • All in the group (the user can edit the leads of the members of the group, which consists)
  • If responsible (the user can edit the leads in which he is responsible)
  • Prohibited (user can not edit leads)

Removal. Deletion rights. Levels of rights:

  • Permitted (user can delete any leads)
  • All in the group (the user can delete the lead of the members of the group that he is in)
  • If responsible (the user can delete leads in which he is responsible)
  • Prohibited (user can not delete leads)

Export. Rights to unload leads from amoCRM. Levels of rights:

  • Permitted (user can export any leads)
  • All in the group (the user can export the leads of the members of the group that he is in)
  • If responsible (the user can export leads in which he is responsible)
  • Prohibited (user can not export leads)

2. For contacts:

Create. Rights to add new contacts. Levels of rights:

  • Enabled (user can add contacts)
  • Disallowed (user can not add contacts)

View. The right to view contacts that are in the system. Levels of rights:

  • Allowed (user can view all contacts on the system)
  • All in the group (the user can view the contacts of the members of the group that he is in)
  • If responsible (the user can view the contacts in which he is responsible)
  • Prohibited (user can not view contacts)

Edit. Rights to edit contacts. Levels of rights:

  • Allowed (user can edit any contacts)
  • All in the group (the user can edit the contacts of the members of the group that he is in)
  • If responsible (the user can edit the contacts in which he is responsible)
  • Prohibited (user can not edit contacts)

Removal. Deletion rights. Levels of rights:

  • Permitted (user can delete any contacts)
  • All in the group (the user can delete the contacts of the members of the group that he is in)
  • If responsible (the user can delete contacts in which he is responsible)
  • Disallowed (user can not delete contacts)

Export. Rights to unload contacts from amoCRM. Levels of rights:

  • Allowed (user can export any contacts)
  • All in the group (the user can export the contacts of the members of the group that he is in)
  • If responsible (the user can export contacts in which he is responsible)
  • Disallowed (user can not export contacts)

3. For companies:

Create. Rights to add new companies. Levels of rights:

  • Permitted (user can add companies)
  • Prohibited (user can not add companies)

View. Rights to view companies that are in the system. Levels of rights:

  • Permitted (user can view all companies in the system)
  • All in the group (the user can view the companies of the members of the group that he is in)
  • If responsible (the user can view the companies in which he is responsible)
  • Prohibited (user can not view companies)

Edit. Rights to edit companies. Levels of rights:

  • Permitted (user can edit any company)
  • All in the group (the user can edit the company members of the group, which consists)
  • If responsible (the user can edit the companies in which he is responsible)
  • Prohibited (user can not edit companies)

Removal. Rights to remove companies. Levels of rights:

  • Permitted (user can delete any company)
  • All in the group (the user can delete the company members of the group, which consists)
  • If the responsible (user can delete the companies in which he is responsible)
  • Prohibited (user can not delete companies)

Export. Rights to unload companies from amoCRM. Levels of rights:

  • Permitted (user can export any company)
  • All in the group (the user can export the company to the members of the group that he is in)
  • If responsible (the user can export the companies in which he is responsible)
  • Prohibited (user can not export companies)

4. For the tasks:

Edit

Executing and closing a task is not editing

  • Allowed (user can edit all tasks)
  • All in the group (the user can edit the tasks of the members of the group, which consists)
  • If responsible (the user can edit the tasks in which he is responsible)
  • Prohibited (user can not edit tasks)

Delete

  • Permitted (user can delete all tasks)
  • All in the group (the user can delete the tasks of the members of the group that he is in)
  • If responsible (the user can delete tasks in which he is responsible)
  • Disallowed (user can not delete tasks)

Interrelation of rights.

Levels of rights are interrelated.

Example: if you set the rights to view leads in the "Prohibited" position, the rights to edit, delete and export will also go to the "Prohibited" position (if the user can not view the transaction, he will not be able to edit and delete them).

If there is a ban on editing leads, their removal and export will also be impossible.

Note that if an employee creates a contact or company, but he does not have rights to view, he can create a double.

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