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
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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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