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Employee permissions-Access Customers but NOT edit them!

One of the features we would like to see is that employees can access customers files in order to start new sales with them, but NOT be able to edit them.  Right now, customer access allows them FULL access.  This needs to be parceled out so that they can still function and serve the customer, but not be able to change any of the information in that file without a manager passcode.  Please do this to protect our customers!

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Hello @Twistedhornmead, this is a great feature request! 

 

Currently I'm not sure if this is on our roadmap. I'm going to to do some digging to see if something is in the works. I can see why you would want more control over this feature specifically.

 

For the meantime I've gone ahead and moved your post to the feature section of the Seller Community. I've also flagged your post for the Product Team.

 

I'll make sure to circle back with you by the end of this week!

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Thanks Chad!

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