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 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
Hide pipelines, sections, and fields
With the widget you can:
Hiding history in a lead from the user
Select users whose history (tasks, chat, calls, notes, emails) in selected sections (leads / contacts / companies) you don't want to be seen