Set Up Access to Lookups

You can control access to lookups for each Ajera CRM role.

Prerequisite: Select an existing role.

To select the lookups that a role can access, complete the following steps:

1. On the Roles form, click the Access Rights tab.
2. From the Functional Area drop-down list, select Lookups.
3. Select a lookup type and use the Add and Remove buttons to move fields between the Available Fields and Fields for this Lookup columns, or select Full access to all lookups.
4. Click Save.