How to disable export function for regular users

I am using 7.10.4 and am upgrading to suitecrm 7.11.9

How do I disable export function for regular users? And any other ideas on things I should limit for regular users is greatly appreciated. This is my first crm.

Thank you,

Michael

Hi Michael,

You need to assign a role to all your regular users and then set the export column of all the modules of that role to None.

To get to that view you have to navigate to Admin -> Role Management -> and the click on the name of the role you have assigned your users to (not the pencil)
The last part is not very intuitive. Otherwise see the documentation about it here
What you should restrict really depends on what you consider your regular users. But I am not the best person to answer that part as my users almost exclusively use custom modules.

Hope it helps

  • Peter

hi, this information helps!
Regards,
Lewis