The Data Source permission allows administrators to control access to specific fields within Logixx CRM. With this update, certain fields can be hidden from users while remaining accessible to others and reporting teams. This ensures sensitive data is only visible to authorized roles.
What Fields Are Affected?
When the Data Source permission is disabled for a role, the following fields will be hidden:
Provider
Provider ID
Data Group
Data Source
These restrictions apply to:
Overview Tab
Pipeline View
Sorting and Filtering by Data Source
How to Configure the Data Source Permission
Admins can manage this permission through the role settings:
Go to Admin > Security Setup > Manage Roles.
Select a role to configure.
Navigate to the Basic Tab and go to the Apps section.
Find the "Data Source" permission and toggle it on/off based on the role’s requirements.
Save changes to apply updates across the system.
Benefits of This Feature
Enhanced Data Security – Limits access to provider and source-related information.
Role-Based Customization – Ensures only authorized users see relevant data.
Improved User Experience – Prevents unnecessary clutter for users.
By configuring the Data Source permission, organizations can better manage data visibility while ensuring the right teams have access to the information they need. 🚀