Permissions for Files

I would like insightly to add the function block access to certain users from seeing the files. We have the capability to block out task and other items on the projects and opportunities but I also need to be able to block files.

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  • I agree - we want everyone to be be able to see information about the contact/organization and to create tasks or e-mails but we do not want everyone to have access to all files.  We would like the ability to save certain files (not all files) with limited access to only a few people.  

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  • This is a necessity. 

    In the meantime, integrate with a native document management integration like Google Drive or Dropbox and set the permissions for your users there. 

    Thank you,

    Micah

     

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