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Default Team Permissions for All Record Types

I know that you can set default view permissions for certain types of records. What would be great is if you could also add the Team option and all of the different record types.

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Comments

8 comments
  • Official comment

    Happy to announce that Advanced Permissions feature which allows to control access and edit rights by user has been rolled out to the Insightly's Professional and Enterprise plans. If you are working with an Insightly sales manager or a customer success manager don't hesitate to request a demo. Thank you for your votes!

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  • Thanks for the feedback, Michelle. We are improving role-based permissions and will ask the team to review this request. Thanks!

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  • yes pls!

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  • I would love to see every lead, note, email, etc. default to my team so that permissions don't have to be set on everything I do. This would especially help newbies.

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  • YES, please add default view permission to a TEAM., not only Public or Private. 

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  • +1, this is critical for my organization's use cases.  We have several teams with firewalls between them, which send emails frequently, and need to be able to see each other's emails within the team.  The current workaround is setting default to private and going in to each email to change visibility to a team, which is a huge waste of everybody's time and causes lots of frustration & disappointment with insightly.  

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  • YES, please add default view permission to a TEAM, not just a default of only Public or Private. I appreciate that this may present some architectural challenges and an exception may need to be made when IMPORTING or emailing in??  

    But please, please, please :-) can we have this at form entry level?  

    Specifically we need at least two team settings in fact for "safe" collaboration as we don't want collaborators to see our whole pipeline or inadvertently update/delete something.  

    1) So Individual, everyone or Team visibility by default

    2) and then we need to add any number of additional (temporary) people to a NEW and SEPARATE role (team) in addition to our "Consulting" team role e.g. if we allow our outsourced call desk to record new leads and enquiries we simply want that person to join a new "3rd party pre-sales concierge" team and not join the main sales / consulting team and therefore see/update everything in insightly CRM.  When we have finished that campaign we would remove the "3rd party pre-sales concierge" team  role permissions.  

    Let me know if anything needs more explanation and of course reach out to us for all your Big Data / Business Intelligence solutions at www.brighterbi.com

    Cheers and Happy New Year everybody

    John

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  • Thanks for the additional details on what you'd like to see @John! Don't forget to add your vote at the top too, if you haven't already.

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