Module Restriction By User

As an Administrator you can limit how much access any of your users have to your system.

To restrict access to specific modules:

  1. Navigate to the Users List and select the User Profile you wish to work in
  2. Scroll to the bottom of the page and click the Restrict Access tab
  3. Click the Restrictions button

Now on the Restrictions page you can set each module to Enable/Disable, if you set a module to Disable, the user will no longer have access to it nor will it be visible to click into.

 

Note

A real world scenario for limiting access - a lot of companies provide their sales personnel full access to the Leads, Opportunities, Contacts and Accounts modules but restrict access to the rest of the system, including Cases and Billing related modules. This scenario can be easily achieved using the Limit User Access features explained in this guide.