How to Set Lead Form Fields User-Wise Permission in BORG Desk ERP?
In BORG Desk ERP, you can control which users have access to specific Lead Form Fields by setting user-wise permissions. Follow these steps to configure it:
Steps to Set User-Wise Lead Form Field Permissions
1️⃣ Go to: Admin Panel → Click on Tool Icon on top Right -->Lead Form Fields Permission
2️⃣ Search User --> Roles & Permissions ( At the extreme Right of Selected / Search User)
3️⃣ You can make Visible Permission & Editable Permission by applying tick mark against that field
4️⃣ Check Mark "Form Fields" as per point No-3
5️⃣ Here, you can Allow to be shown & Set them editable for each field based on the user role.
6️⃣ Click on Update to Save & Apply Changes
Permission Levels Available:
✔ Full Access → By Default, User can View & Edit Lead Form Fields
✔ Editable→ User can View and can Edit Fields
✔ Visible → The Field will be Visible for the User
Benefits of User-Based Lead Form Permissions:
✅ Control Data Access: Ensure users only see relevant information
✅ Enhance Security: Restrict sensitive data to authorized roles
✅ Improve Workflow: Prevent unnecessary edits & maintain data integrity
Would you like a detailed walkthrough on setting up different permissions, Do Contact us if need any help.
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