module access Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Thu, 19 Oct 2023 08:43:42 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico module access Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Disable all Restrictions https://www.insuredmine.com/knowledge-base/disable-all-restrictions/ Wed, 05 Jul 2023 15:55:14 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=21470 You can enable or disable restrictions for any module access for all agents at a time. This restriction will be available for Contact Delete, Dealcard Delete, Templates, Lead Source, Download, Checklist, Policy, Tags, Labels, and Notes   To view the enhancement: Navigate to Settings Module Click on Restrictions Move the toggle bar to enable or […]

The post Disable all Restrictions appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>

You can enable or disable restrictions for any module access for all agents at a time. 

This restriction will be available for Contact Delete, Dealcard Delete, Templates, Lead Source, Download, Checklist, Policy, Tags, Labels, and Notes

 

To view the enhancement:

  • Navigate to Settings Module

  • Click on Restrictions

  • Move the toggle bar to enable or disable the module access for all the agents at a time.

For example: If you disable the contact delete access button, access will get revoked for all agents and you will be notified of the change.

And if you enable the access, you will get a message saying: Contacts delete access is granted successfully to All Agents.

The post Disable all Restrictions appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>