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Can I restrict who can view accounting information in Legrand Cloud CRM?

Yes.

In Legrand Cloud CRM, you can edit the user role permissions to control what information users can access.

Click on the settings icon and select ‘Users’.

Navigate to the user you wish to restrict access for and click on ‘Manage’.

Under ‘Accounting Permissions’, deselect the check boxes to restrict the user’s access to accounting information and save. 

Updated on 7 September 2022

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