Authorisation with Profit CRM

This section relates to the authorisations of organisations and persons and dossier items.

Procedure in Profit

• Authorise organisations and persons
• You can also extend the filter authorisations for organisations and persons to linked types, such as purchase contacts and sales contacts, employees and employers. This means that the CRM - Organisations and persons default filter also applies to the linked types.
• Authorise a dossier

  You can authorise dossier items in several ways.