?requires Dashboard login

  • Resolved michaelsandy

    (@michaeldaly)


    2 years, 5 months ago

    hello, is it possible to search the stored contacts without having to login to the dashboard?
    ie via a standard wordpress page (which was secured in some other way eg by Apache Security?)
    Thanks
    Michael

Viewing 3 replies - 1 through 3 (of 3 total)

  • Hi @michaeldaly,

    Thanks for reaching out!

    Your data is only accessible through the WordPress CRM dashboard. None of it will be accessible through the public-facing portion of your website. This allows you to provide access to as few or as many people as you need to.

    In the system, you can allow users to access the various reports, and to add, edit or delete records. These users are individuals with accounts on your site.

    By default, only administrators are allowed to edit records and view reports in WP-CRM System, but you can choose to allow other roles as well.

    Best,
    Plamen

    Thread Starter michaelsandy

    (@michaeldaly)

    thanks Plamen for your prompt reply
    what if the wordpress installation is on an intranet, ie not for public access?
    is there an easy way to have the crm accessible without having to login to the dashboard?
    thanks
    Michael

    Hi @michaeldaly,

    Unfortunately, the only way is through the dashboard. We do not currently support any other level of access other than through the dashboard, such as a WP-CLI package or something similar for the security reasons of your users as well as WP-CRM System data.

    Best,
    Plamen

Viewing 3 replies - 1 through 3 (of 3 total)
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