Vital CRM
How can I set up the permissions for people who can import order data?

You can customize access permissions while importing order data. Please choose [everyone], [only me] or [customize] before uploading the file. If you choose [customize], you can set up the access permissions in detail.

*Important note:

1. If you do not tick customize permissions, permissions of the order data will be similar to the permissions of the related customer data.

2. If permissions of order data and related customers contradict each other, permissions will be set up respectively.
For example:
Customer A's permission could only be seen by salesman B, but permission of order is available for everyone. In this situation, although everyone could see customer A's order record, customer A's personal information could not be viewed.

3. No matter how it is set up, the system administrator can still browse every data.

4. If you cannot import order data, please ask the system administrator for permission of importing data.

You can customize access permissions while importing order data. Please choose [everyone], [only me] or [customize] before uploading the file. If you choose [customize], you can set up the access permissions in detail. (Refer to FAQ)
https://faq.vitalyun.com/EN/CRM#3951
Can I input decimals in the amount of order or opportunity?
Vital CRM版本 2
How do I edit/modify product categories in batches?
Vital CRM版本 4
How do I add new product to [order]?
Vital CRM版本 3
Why is order details not exported in Order Export?
Vital CRM版本 2
How do I search which of the customers bought the product?
Vital CRM版本 2
How to search data according to created date of order?
Vital CRM版本 2
How do I import order data of company?
Vital CRM版本 3
I would like to update the order records of the same Order No. by importing, why do previous records disappear?
Vital CRM版本 4
What to do if I close the browser by accident while importing order data?
Vital CRM版本 2
What can I do if the product is no longer available?
Vital CRM版本 3