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Role Type/Account type in GoRelo for Sales People

Feature Request

It would be great to be able to create a user/account for a sales person to use the CRM portion of GoRelo and have permissions based on that type of role in the system.

Allowing a sales person to login and see just clients and prospective clients without having access to rmm information and other areas of the portal.

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Comments1

  • Amaranth Cherry

    I concur, this would be handy for us as well. As it stands, if you need this functionality, reach out to @Mikel from Gorelo about reduced cost licenses for sales. He may be able to accommodate this for you. You should be able to mimic this by removing all permissions underneath their role as CRM is included by default for everyone to my knowledge.