User Profiles
Permissions are configured by Administrators according to each User Profile. Within these settings, it’s possible to define what users assigned to that profile can or cannot do — such as create, view, delete, edit, among other actions.
To access the permissions, follow the path:
Administration > User Profiles > Select the desired profile > Client
Within this section, you can configure which clients the user can view, edit, delete, whether they can register companies and people, and the permissions related to client products.
Permission options are based on user-related fields (responsibility/collaboration or teams), as well as some yes-or-no settings (e.g., Does the user have access to the Clients module?).
If the user does not have permission to view a client, they will not be able to see tasks, deals, proposals, or sales linked to that client.
This entity is directly connected to client products, attachments, interaction logs, tasks, sales, and client documents.
Client Product permissions are configured within the Clients permissions section (at the bottom of the field list):