Letter Groups View permissions
How to edit Letter Group View permissions
Letters can be grouped in the system under headings for example 'Fact-find letters', 'IDD's' 'Insurance Letters' etc. These groups are user defined (see our Letter Groups guide for more details).
eKeeper CRM allows you to restrict which letter groups are available to your users in particular groups. For example you may wish your 'protection team' to only access letters under the protection letter group.
Changing the permission
To change the permission find the letter group you wish to change in the list and click on the icon there are three settings as follows:
Once you have finished making changes click the submit button.
The changes you make will only affect users in the group you are editing. In our screenshot we are amending the 'Blocked User(s)' Group, so our changes will only affect users in that group.
