Client Database access rights

The Client Database section displays data on all customers who visited your company. 

Access setting involves the assignment/removal of rights to view data and delete clients, create, view, and edit comments.

For example, the administrator doesn’t see phone numbers in the list and customer’s card, cannot delete clients and download the list of clients as Excel, however, they can add and view comments, but cannot edit or delete them.

Here you can set up the right to view only those clients who visited a particular employee.