How to authorize financial data for a user?

Simple CRM allows you to hide or show financial information by users.

For that:

1) Log in to Simple CRM with an Administrator account

2) Go to the Admin CRM module (top menu -> Admin CRM)

3) Click on the "User list" tab, then click on the user concerned

4) In the user profile :

tick the "Financial data" box to authorize access

uncheck the "Financial data" box to prevent access

5) Click the "Save" button.