Hiding data
The data hiding widget allows you to restrict user access to selected pipelines, fields, sections and stories in Kommo CRM
Any time a lead is opened in a hidden pipeline, the availability is blocked and the user is given a prohibition warning.
Ability to hide selected fields, pipelines, and stripped for certain users.
When opening a hidden pipeline by detours, a prohibition warning is issued to the user
IMPORTANT! If the "Set up availability" button does not appear when setting user rights - go to the "Settings" section in the widget and click the "Save" button, after that the "Configure accessibility" button should appear
Hide pipelines, sections, and fields
With the widget you can:
Hide access to any section in Kommo CRM (Leads, Tasks, Desktop, Analytics)
For each user, configure hiding for certain funnels (or stages in these pipelines)
Prevent viewing certain fields in a lead / contact / company
Select users whose history (tasks, chat, calls, notes, emails) in selected sections (leads / contacts / companies) you don't want to be seen
Hiding history in a lead from the user