Have Print data be permission-based
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John Vincent
At this time, we can adjust user access to not allow them to download information, but they are still able to print the same info, which also saves it as a pdf to their device.
For security concerns, we would like the ability to remove the Print option for certain users as well.
Created by Trevor Newman
Shelby Parker
Hello John Vincent! Following up on this:
- Which specific user roles or groups should have the Print option removed?
- Are there any exceptions where certain users should still have print access despite the restriction?
- How critical is this feature in terms of priority for your security needs?
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John Vincent
It has come to my attention that there is no way to remove the functionality for sales agents being able to print our customer database and take it with them to a competing dealership.
The ”Download” option is disabled but the “print” option in the pipeline and reporting is still available for them to print to a PDF and take with them where ever they please.
This is massive concern of mine as we have caught two former sales agents doing this exact thing before resigning and taking a position at a competitor.
What can be done to prevent this?