Permission settings

  • Resolved phucnt33

    (@phucnt33)


    7 months, 2 weeks ago

    I tried to find a way to customize member permissions, but it seems that any member can delete the lead.

    I tried using the User Role Pro plugin, but it also didn’t have the expected results.

    So, I hope someone can help me with the solution: Remove the contact deletion function of any role.

    Thank you for supporting.

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  • Plugin Support Stef (a11n)

    (@erania-pinnera)

    Hi there, @phucnt33,

    I am afraid that every CRM role that is allowed to access the CRM settings in wp-admin (even if limited) might have the options to delete contacts. Depending on the role, they might be able to delete only the contacts they handle, which is a good start but not what you were hoping to get.

    This implementation may be possible with custom development, however, we aren’t able to help with custom code requests like this
    If this option interests you, we do have an API for developers to access most data (and we’re continuing to expand that):

    https://automattic.github.io/jetpack-crm-api-docs/

    Note that we don’t currently have the bandwidth to do any custom dev work ourselves, as we’re focused fully on improving our core products, but several users have had success hiring freelancers as needed, so if customizations are very important to you and you’re unable to implement it yourself, you might want to consider going that route.

    Hope that helps!

Viewing 1 replies (of 1 total)
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