Limiting employee access to sales data and automatic tags based on user..

Edit Subject

Hi Saasu team - congratulations on what looks to be an excellent tool.....except....I was on the verge of signing up when I found I couldn't:

1. In an employees account, limit access to just an employees sales data rather than the sales data for the whole company. Our consultants enter sales and payments as they see clients - how do I limit the view/adjust permissions to have users see just their own transactions?

2. Have Saasu automatically assign tags based on the user/employee who entered the sale/payment without having to manually assign tags to transactions?

3. Ensure that employees/users are only able to edit their own transactions and not those of others in the company?

I'd really appreciate a response.

Thanks for your time!