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Security settings for objects in NexJ CRM

You can define view and edit security levels for certain objects in NexJ CRM, such as a contact's profile or a task. You can make view or edit access available to all users, or limit them to a group or to yourself.

You can set the following view and edit security levels for objects:

Public
All users can view or edit the object.

Group
Users who are members of a particular user group can view or edit the object.

Private
Only you can view or edit the object.

Important

Regardless of the security levels that you set, the following users can always view and edit activities, contacts, and opportunities:

  • Users assigned to an activity can always view or edit the activity.
  • Coverage team members for a contact can always view or edit the contact.
  • Coverage team members and opportunity owners can always view or edit the opportunity.