In Lime Go, we have permissions in what you can create, change and delete.
As an administrator, you can set the permissions of your coworkers by visiting their coworker card and click the context menu (to the top right), click Edit and the choose tab Permissions
Create
Gives permission to create new objects.
- Deals
- Persons
- Companies
- Calling lists (can only be edited by the creator of the list)
- Email campaign
Note: Created objects, except for calling lists, can be edited by anyone.
Administer and configure
Gives permission to create, edit and delete these objects:
- Tags
- Custom fields
- Sales process
- Deal sources
- Status on objects in calling lists
Editing means, for example, changing headers. Note: content can still be updated by any coworker
Delete
Gives permission to delete these objects from the database:
- Deals
- Persons
- Companies
- Calling lists
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