The CentralStationCRM group system allows you to restrict the visibility of certain CRM content for selected users. This enables you, for example, to grant external users access only to areas that are relevant to them, without giving them access to information such as quotes and sales.
To use it, follow these steps:
Activate groups (learn how in this article)
To enable the group system, click the gear icon in the top right corner and select Account settings.
Under “Manage your plan,” click “Manage upgrades.”
On the “Groups” tab, you can add this feature by clicking the “Activate extension” button.
