Vital CRM
How do you customize permissions? (eg. Enterprise Plan)

1.  Go to [Settings > Account [Roles and Permissions]]. 



2. After clicking [Add] you can now set access control privileges.

 

1.  Go to [Settings > Account [Roles and Permissions]].  2. After clicking [Add] you can now set access control privileges.
https://faq.vitalyun.com/EN/CRM#4072
How does the admin set up preferences and usage restrictions of accounts?
Vital CRM版本 3
How do I set up permissions to export working journal?
Vital CRM版本 6