Record Export Permission

Via this setting, you can forbid or permit each user to:

  • Export data from the views - e.g. account, contact, activity, business deal list etc.
  • Export reports - e.g. business deal or quote detail etc.

Record Export Permission Settings

The record export authorization can only be set by an administrator.

Click on the Settings option.

Select Users Administration button.

 

Select a user and click on his name.

Click Change authorization button.

Select the export authorization that the user will gain and confirm your choice by clicking the Save button.

 

In the security settings, you can further set:

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