User Permissions: Export Capability by Object Type
Currently the Export Capability gives a user the ability to export all Contacts, Companies and Deals that they have visibilty to. We would like to provide those permissions to some users but not all to facilitate better governance across the platform.
It would be a great enhancement to provide users who need to export with the ability to only export what they need instead of a single export option for everything. It would be great if the export permissions, was a checkbox under Object Access on the CRM tab.
I totally agree upon this. It is a big liability if you give everyone the ability to export all privacy sensitive information if people just only want to export the results of a workflow.
I would say, split the permission upon:
- Contacts
- Companies
- Deals
- Workflows
- Reports
- specific properties (include or exclude them, so you can prevent people from exporting addresses or telephone numbers)
Yes we need this feature! Not all of our users should be able to export contact information, but they still need to be able to export their companies or deals.
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