What does limited CRM access stand for?

Teamleader allows you to restrict CRM access for co-workers. To do so, simply navigate to Settings > HR and click on the pencil icon next to a co-worker's name. Do note, however, that this can not be done for admin users.




If this slider is set to "Yes", the corresponding user will only be able to see companies for which he or she is account manager. In addition, your co-worker will only see contacts related to a company for which he or she is account manager.


Note:

  • You cannot combine limited access to CRM and limited access to Deals. Click here to find out why.
  • If you don't want to limit CRM access, but you do want more than one colleague to have access to a certain company, you can also add a second account manager. Click here for more information.

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