BatchBook Permissions: Sharing the Workload
- Posted November 10th, 2009
- Filed under: Product Updates, Using BatchBook
Another new major update as part of the new release of BatchBook for Sales is the new permissions based access to all of your BatchBook data. While we do still feel that access to the valuable customer information being collected in BatchBook is important to share with the team, we also realize there are times when you want to give an outside contractor or temporary sales rep access to a certain portion of the information.
By popular request, we’ve launched a new user level called the “Basic User” that has very limited access to only those contacts, communications, calendar items and deals that are assigned to them, that they have created themselves, or that you have proactively given them access to yourself. You will now see an option at the bottom of your BatchBook records to “Choose who can see this record” with checkboxes for each of the basic users in your account (and an option to give access to all basic users on your account). The basic user can then log into their own version of BatchBook and work on those items assigned to them without having access to the entire account.
For more information on setting up the new account level and granting permissions within BatchBook, please see our Basic User FAQ. And for more information on all user levels you can check out a description of all account levels.
