Role Based Security Features

CRM provides an Enterprise-grade Role-based security to control the access rights of users while working with CRM data and modules such as leads, accounts, contacts, potentials etc. The Role-based security includes Profiles, Roles, Data Sharing Rules, Field-level security, and Groups.

Using profiles, you can define fine-grained access rights to the CRM modules, data administration tools, CRM records, and fields within each module.

With the Roles and Data Sharing Rules, you can set up multi-level organizational hierarchy and control the data-level access rights as per user's role within organization.

Groups (also called Teams) allow you to extend the data-level access to other users with similar job profiles, that work in the same department or project, or share the data among a common geographical location.

Key Features

Profiles

• Manage module-level permissions for Sales, Marketing, Support, Inventory and other job profiles
• Manage permissions to access the data administration and other CRM utilities
• Control the access rights to fields using field-level security so that users can access fields that are relevant to job profile

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Roles

• Share CRM data with users as per their job role (CEO, Vice President, Manager etc.,) in an organizational hierarchy
• Define common access rights, such as private and public read/write permission for accessing the CRM data across the organization
• Set up data sharing rules to extend access rights to the other roles, subordinates, and groups in an organization
• Enable sharing of the data among Peers so that users with the same role can access the other user's data

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Groups

• Manage groups (teams) based on job profiles, departments, or location of the users
• Assign users, roles, subordinates, and sub-groups to the groups
• Setup data sharing rules for groups so that users associated with the groups can have access rights on common data

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