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Limitar que los usuarios puedan ver tarjetas de otro usuario

Buenas tardes

Tengo un tablero CRM con CRMBLE en el cual agrego al equipo de ventas. El equipo esta formado por el gerente de ventas y 7 vendedores

Necesito que el gerente pueda ver la información (tarjetas) de todos los vendedores pero que los vendedores solo puedan ver sus propias tarjetas y no puedan ver las tarjetas de los otros vendedores.

Esto es posible en trello y con que tipo de cuenta lo puedo hacer. Aun estamos usando la cuenta gratis.


2 answers

Hi @Sistemas KCG

As @Brittany Joiner pointed out this is not possible just yet. It is in our road map and it is definitely something we plan to release along 2022. We are priorizing Crmble Contacts which will be released before the end of this year. With Crmble Contacts we bring a new hierarchy level that will allow you to have an independent contact database which will make it possible to link contacts to multiple cards. With this new feature plus our last month Multiboard Crmble Fields release, we've laid the foundation for all the nice features that are yet to come including the one you are looking for.

We hope you like the your Crmble experience so far.


Gracias, estaremos pendientes

0 votes
Brittany Joiner Community Leader Oct 13, 2021

@Sistemas KCG I don't believe at the moment it's possible, although I thought i saw someone mention a power-up that does something with card permissions but I can't seem to find that post. 

I'd recommend creating separate boards for each salesperson and then using Crmble teams to bring all the data together for you to view in your board, but other people can operate out of their boards.

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