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How To Restrict Team’s Actions: ORDERS

Ayoub · #Productivity · 1 min read
Posted: May 9, 2024
  • How To Restrict Team’s Actions

Restricting Team’s Action on eGrow refers to what you want your team not to do with a certain stage/pipeline.

There are 4 actions that you can prevent your team from doing in a certain stage which are 

  • Create: This refers to create a new order
  • Move: Which is moving an order from a stage to another
  • Show: As the name implies, this decides whether they want them to see the orders or not
  • Delete: This means deleting an order

To restrict certain actions, pursue the following steps.

  1. Select the stage you want to set the restrictions at:

  1. Click on the this 3 dots

  1. Click on Actions Restricting

  1. Now edit the restricting as you wish

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