Management Access

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Users have access to activities they create or another user assigns to them, by default. CustomerTRAX can configure users/managers to have access to other user’s activity. These permissions show up in several places throughout the application.

  1. Report Filters
    Management-ReportFilters
  2. Advanced search fields
    Management-AdvancedSearch
  3. Home screen feed configuration  (Based on assigned accounts.)
    Management-HomeFeed
  4. Calendar
    calendar-manager
Management Access

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