Concerns have existed in the past that, within CRM, users could view private email that they shouldn’t actually see. This was because email within a CRM application has been accessible by any userUserUser means a person who uses or consumes a product or a service, usually a digital device or an online service.. We have just released a new email permissions feature for Pipeliner CRM that will ease anyone’s mind about integrating email with CRM.
Pipeliner has introduced new Email Permissions functionality that enables companies to decide how they want email to be shared, within CRM, with others within the company. There is no longer any reason not to take full advantage of powerful email integration features within Pipeliner CRM.
Admin Level Decisions
At the start, a company decides which email choices it wishes to provide to users, based on their own policies regarding company email. The Pipeliner CRM administrator can then set email sharing rights for each role within the company. There are three options:
Public only—within the role assigned this option, email sent and received is shared with all users of CRM who have rights to access the accountAccountAccount refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company. or contact to which the emails are linked. Users cannot change the default sharing settings of emails, but can manually change sharing settings on individual emails.
Private only—email contentContentContent refers to a material or document released in various forms (such as text, image, audio, and video) and created to inform, engage or influence specific audiences. received and sent by users within roles assigned this option will be hidden. Users cannot change the default sharing settings of emails, but can manually change sharing settings on individual emails.
User will decide—users in roles assigned this option can hide or share email content on an email-by-email basis at their own discretion—or, the user can select their own default preference for emails when setting up their email integration.
With the Email Domain Blacklisting feature, admins can also exclude all email from specific domains.
User Level Choices
The Pipeliner user who is a recipient or sender shown in the To: field of an individual email has the ability to change sharing permissions of that message so the content is:
Private—email is only visible to themselves, and cc’d users.
Public—all other Pipeliner users can view this email.
Custom—email can be shared with specifically chosen users because these users are assigned to the selected sales unit(s).
The user does not have the ability to change email default settings.