Datensätze erstellen - Berechtigungen

Michelle_Krick — Mon, 18 Nov 2024 15:09:45 GMT

Hallo,

ist es möglich, die Berechtigung, einen Datensatz zu erstellen, abzugrenzen und zu unterbinden? Das fällt doch gerade auch unter die Berechtigung "Bearbeiten" oder?

Danke und liebe Grüße

Michelle

Re: Datensätze erstellen - Berechtigungen

karstenkoehler — Mon, 18 Nov 2024 15:19:26 GMT

Hallo @Michelle_Krick,

richtig, das ist aktuell nicht als von Bearbeitung separate Berechtigung einstellbar. Das Produktteam ist aber bereits dran:

CRM | Account Settings

Create permissions for Contacts, Companies, Deals, Tickets, and Custom Objects

May 27, 2024

Note

This record includes updates regarding current development efforts for our existing or new products or services. These updates are not intended to be a promise or guarantee of future availability of products, services, or features but merely reflect our current plans based on factors currently known to us. They also are not intended to indicate when or how particular features will be offered or at what service tier(s) or price. These planned and future development efforts may change without notice.

What is it?

A new permission each for Contacts, Companies, Deals, Tickets, and Custom Objects. These permissions will allow for admins to control whether a user is able to create each specific type of object separately from their permission to edit that object.

Why does it matter?

Currently, any user that has permission to Edit an object at all, such as a Contact, Company, Deal, Ticket, or Custom Object, is allowed to create new records for that object type. This has resulted in a concern from customers around data hygiene. They must allow their users to edit records to perform their jobs, but in doing so, they are forced to allow their users to also be able to create records.

How does it work?

Users that have the ability to change permissions for other Users should navigate to Users & Teams where they can edit Users' permissions to determine what access levels for creating records for Contacts, Companies, Deals, Tickets, and Custom Objects that the user should have. Originally, we will provide for the User that their Create permission for each object type is turned on if they currently have permission to edit that object type.

Who gets it?

All hubs and tiers

Viele Grüße!

topic Re: Datensätze erstellen - Berechtigungen in CRM & Sales Hub | Fragen, Tipps & bewährte Methoden

Datensätze erstellen - Berechtigungen

Re: Datensätze erstellen - Berechtigungen

Create permissions for Contacts, Companies, Deals, Tickets, and Custom Objects

Note

What is it?

Why does it matter?

How does it work?

Who gets it?