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Permisos de usuario – Empresas

Introducción

Estos permisos determinan cómo un usuario puede interactuar con los registros de la empresa. El registro de la empresa vincula múltiples contactos a una sola cuenta de empresa. El registro de la compañía se utiliza con mayor frecuencia en un modelo de negocio B2B. Para acceder a estos permisos de usuario, vaya a Administrador> Usuarios y haga clic en Editar permisos junto al usuario que desea modificar.

Instrucciones paso a paso

 - Puede ver todos los registros: Este permiso controla la capacidad de ver los registros de la empresa. Si este permiso se establece en Sí, el usuario puede ver los registros de empresa asociados con los contactos que tienen permiso para ver. Si este permiso está establecido en Sí y el permiso de búsqueda está establecido en No, el usuario no podrá acceder a las compañías a través del menú de navegación principal; Sólo pueden acceder a ellos a través del enlace de empresa de un contacto. Si este permiso se establece en No, el usuario no podrá ver ningún registro de empresa.

 - Puede editar todos los registros: Este permiso controla la capacidad de editar información de la empresa.

 - Puede agregar: Este permiso controla la capacidad de crear un nuevo registro de empresa. Si este permiso se establece en No, el usuario no podrá crear un registro de empresa.

 - Puede buscar: Este permiso controla la capacidad de buscar empresas o ver una lista de empresas. Si el permiso  está establecido en Sí, el usuario todavía puede crear un nuevo registro de empresa, pero no podrá buscarlo más tarde.

 - Puede eliminar: Este permiso controla la capacidad de eliminar empresas. Si este permiso se establece en No, el usuario no verá el botón Eliminar en un registro de empresa o la opción Eliminar compañías en el menú Acciones.

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