16.5 Sharing Access

vtenext allows you to set the access privileges of the Roles, defining whether the content of the CRM is generally accessible (public) or with limitations. There are various degrees of limitation. The rules are divided into two blocks: general global access rules and custom rules. The general rules of access are valid as standard for all Roles, but at the same time it is possible to attribute exceptional rules to certain Roles only, in order to cover the most diverse needs of the different company structures.

In general, what you will do through Sharing Access is to tell the system which users (based on their hierarchical role) will be able to see and/or modify the data contained in the CRM, module by module.

Warning! After any changes to the shared rules, press the Recalculate button to verify the configuration as a whole, avoid conflicts and make the changes operational.

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