Insight Data Authorization

Vital CRM have strict authority settings. For users with different roles, the authority to access data is also different. When different users view the analysis page of Insight, the same data permissions as Vital CRM will be applied.

For example, if role A is only permitted to see the 5,000 customers they are responsible for, when role A view the Insight report, the statistical data presented will only be the data of these 5000 customers.