Go to ProspectSoft
All Collections
Administration & Configuration
How to Restrict Goals to Individual Users
How to Restrict Goals to Individual Users
This article outlines how to place restrictions on Users so they can only see their Goals in Prospect CRM.
Caner Tasdemir avatar
Written by Caner Tasdemir. Updated over a week ago

This system option will allow you to restrict Goals to non-Admin users, so that they only see Goals assigned to them rather than everyone's Goals.

Prerequisites

  • You'll need CRM Admin rights in order to follow the steps in this article

Step 1: Go to System Settings

In the navigation menu, go to 'Settings' then select 'System Settings'.

Step 2: Navigate to Goals Setting

In the search bar, search for "Goals" and hit 'Enable' under the "Filter Goals to Users" setting.

Did this answer your question?