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  • Plugin Author Mike Stott

    (@mikemayhem3030)

    Hi Andrew

    As admin you can add users and assign them roles, the roles are:

    Admin role (add and manage your CRM users) – i.e. you
    Customer Manager role – can manage all customers
    Invoice / Quote Manager role – can manage only invoices and quotes

    Are you thinking / suggesting the following

    user A – can only manage customers A,B and C
    user B – can only manage customers D,E and F

    While you can manage A through to F

    Mike

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