Permisos de usuario – Contacto
Introducción
Estos permisos determinan cómo un usuario puede interactuar con registros de contactos dentro de Infusionsoft. 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 reasignar: Este permiso controla la capacidad de cambiar el propietario de un registro de contacto. El propietario es el usuario principal responsable de mantener una relación con un contacto individual. Si este permiso se establece en No, el usuario no podrá cambiar el usuario asignado para ningún registro de contacto.
- Puede agregar: Este permiso controla la capacidad de agregar un nuevo contacto a Infusionsoft. Si este permiso se establece en No, el usuario no verá la opción Agregar un contacto en el menú del área CRM.
- Puede usar plantillas de notas: Este permiso controla la capacidad de agregar una plantilla de nota preconfigurada a un contacto. Si este permiso se establece en No, el usuario no podrá buscar ni utilizar ninguna de las plantillas de notas que haya creado en el generador de campañas o en la lista de plantillas (Marketing> Plantillas). El usuario podrá seguir agregando Una nota personalizada para un contacto para documentar una conversación o un evento específico.
- Puede deshacer: Esta configuración no se aplica a los usuarios de Infusionsoft.
- Puede eliminar: Este permiso controla la capacidad de eliminar contactos. Si este permiso se establece en No, el usuario no tendrá la opción de eliminar contactos mientras esté en un registro de contacto. Tampoco tendrán la opción de eliminar contactos en masa en el menú Acciones en la parte superior de un resultado de búsqueda de contacto.
- Puede ver registros no asignados: Este permiso controla la posibilidad de ver contactos que no tienen propietario asignado. Si este permiso está establecido en No, el usuario no podrá ver ni editar los registros de contactos que no estén asignados a ninguno de sus usuarios.
- Puede cambiar de fuente de plomo: Este permiso controla la capacidad de actualizar la fuente principal dentro de un registro de contacto. Si este permiso se establece en No, el usuario podrá ver el campo de fuente principal, pero no podrá cambiarlo.
- Puede ver todos los registros: Este permiso controla la capacidad de ver los contactos que se asignan a otros usuarios. Si este permiso se establece en No, el usuario sólo podrá ver los contactos que posee.
- Puede editar todos los registros: Este permiso controla la capacidad de editar contactos que se asignan a otros usuarios. Si el permiso Ver todos los registros está establecido en Sí y este permiso está establecido en No, el usuario podrá ver los contactos asignados a otros usuarios, pero no podrá editarlos.
- Puede buscar: Este permiso controla la capacidad de buscar contactos. Si el permiso Can add se establece en Sí, el usuario todavía puede ingresar un nuevo contacto en el sistema; Sin embargo, no podrán buscarlo después de salir de la pantalla de contacto.
- Puede editar registros no asignados: Este permiso controla la capacidad de editar los contactos que no tienen propietario asignado. Si el permiso Ver permisos de archivos no asignados está establecido en Sí y este permiso está establecido en No, el usuario podrá ver los contactos no asignados, pero no podrá editarlos.
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