Individual Object Permissions

In addition to assigning permissions out to a particular user, there are object specific permissions that can be set for individual Companies, Contacts, Sales, Projects, Tickets, and Retainers. This is useful for giving a user access to view or edit just one particular object while disabling their general global permissions to view and edit all objects of that type.

To edit the permissions for a particular object, open that object’s page and go to Edit > Edit Permissions. On the permission page that pops up, simply search for a user to add to the object permissions and then select the desired permissions from the checklist on the right.  

 

 

 

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