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Team visibility and sub-teams possible in EspoCRM?
We have several sales departments, each handling a specific product type. The provided image illustrates our typical sales team structure, where leads...Last edited by crmtesting; 07-04-2026, 02:11 PM. -
ISO27001 compliance : EspoCRM Access Control Audit Report
In case you need a report with all users/roles/teams and access to present to auditors,
there is a small helper script that generates concise HTML... -
Not able to send Email using graph api
Hi,
I have purchased the outlook integration package which is working fine. But after the new release i tried to integrate the Graph Api and it... -
Error While using the graphApi to send Email
Hi , i am sending the email using the graph api but getting the below error.
Error 500
Outlook Oauth: Error after requesting POST ... -
Hide Client Id And Secret from view
Hi, i have purchased outlook integration extension and it is working fine. But, i have some concern about the client id and secret because it is visible... -
Duplicate check and access issues
Hello!
I have issue with EspoCRM duplicate checking in contacts, when user has limited access to contacts. Looks like duplicate search is... -
Make Opportunity Field Visible if User is the assignedUser
Hello!! Did some searching for a solution to my specific use-case here but couldn't find anything quite like this...
We have a varchar field... -
NGINX configuration access to portal with subdomain
Hello,
I'm trying to access to subdomain.domain.com instead of domain.com/portal
I'm with a nginx server.
I have search on this forum... -
Two step verification
Two-factor authentication to provide secure access to the CRM. -
Role Based Permissions are not working
I am having CRM Version 3.6.2. I created two users (Admin, Philip). Admin belongs to Management Role in which I didn't restrict any access.
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