We may use Venture Partners for fundraising and want them to be able to use the hub LP CRM. However, we may want to restrict access to other parts of the hub and/or restrict access to elements within the LP CRM (e.g., don't want them to see the contact info for leads who aren't assigned to them, don't want them to be able to edit info for leads who aren't assigned to them, etc.). Is there a way to do this?
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On the one hand you can limit access to parts of Decile Hub for team members. This can be done by going to Firm Settings and then to Team. Here, you can see all the team members and their toggles for various permissions. You can toggle these permissions on and off anytime. On the other hand once you have given a team member access to for example the limited partners pipeline, there are no further granular settings to control which parts they can see within the limited partners pipeline, such as limiting editing or viewing rights with regards to the (contact) info of prospects that aren’t assigned to them. Let us know if you have any further questions.
2 replies
On the one hand you can limit access to parts of Decile Hub for team members. This can be done by going to Firm Settings and then to Team. Here, you can see all the team members and their toggles for various permissions. You can toggle these permissions on and off anytime. On the other hand once you have given a team member access to for example the limited partners pipeline, there are no further granular settings to control which parts they can see within the limited partners pipeline, such as limiting editing or viewing rights with regards to the (contact) info of prospects that aren’t assigned to them. Let us know if you have any further questions.
Wednesday, September 20, 2023
If there is a need for more granular data restrictions, is there any work around or a road map? We have different sectors, networks and cohorts within our program. We don't want everyone to have access to all deals and powers.
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