simply CRM provides a dynamic role-based security.Managing users is done for the purpose of security by restricting user’s access to specific modules, fields and to each other’s data.Using Roles, administrators can control access to specific records and by using Profiles, they can control the actions the users can perform on those records.simply CRM system offers a privilege system that is based upon the following simple looking rules:
| Who can view certain record? |
| Who can edit certain record? |
| Who can delete certain record? |
| Who can create certain record? |
Configure Module Level Sharing Rules
You can configure module specific sharing rules with Sharing Access.You can be able to hide or restrict user’s access on records with-in a module.Sharing can be set to public (all users view all the records in the module), or private (only users with higher role than the record owner will be able to view the record).
| Private | Only the owner and the users with higher role than the owner can access the records |
|---|---|
| Public (Read Only) | Other users can read, but cannot edit and delete records. |
| Public (Read, Create/Edit) | Other users cannot delete, but can read, create and edit all records |
| Public (Read, Create/Edit, Delete) | All Users can do all operations on all records of this module – this is the default setting for all modules (except Calendar) |
Steps to configure module specific sharing rules in simply CRM:
Go to Settings > Sharing Access > Change Privileges.
Select desired setting for each module.
Click Save Permissions and then click Recalculate.
Administrators can also set Custom Sharing Rules from the Sharing Access page, if the module specific rules and options do not cover their needs.By using Custom Sharing Rules, admin user can make certain modules of higher hierarchy accessible to role at lower hierarchy.
Configure Profiles
Profiles can be used to regulate user’s access on modules, fields, and records within them.With profiles you can set the user privileges to delete, create/edit or view data.Like Sharing Access, profiles also play vital role in ensuring security by limiting the activities on records.Please note that the settings of the global privileges are always superior to the other privilege settings.Roles are based on profiles.simply CRM comes with a set of pre-defined profiles(ex: ‘Administrator’) which you can use and change but not delete.
List of profiles in simply CRM
Click the name of a profile to see the details. You may change the profile by clicking the Edit button. To create a new profile click the New Profile button at the list view.
Create new profile
Edit modules in a profile
Edit fields in a profile
You can edit fields in a module by clicking on icon highlighted below.
Click Finish to save your settings.