Under review

How to manage the access to CRM rights for different XTRF users

Asta 2 years ago in Home Portal updated by Łukasz Kaleta (Senior Customer Success Manager) 2 years ago 1

We have quite a  lot of information containing some "soft" personal data stored on CRM. We would like to ensure that the information about the clients is accessible to some specific users' group but not to everybody. For example our vendor manager uses CRM to send the  emails to our vendors thus she needs to have access to CRM in general but she can access also the data enetered by the sales team or by the management what is not acceptible. Is it possible to manage the access to different kind of data on CRM for different user groups?

Under review

Do I understand you right that sales / management data types are events, tasks, memos, but not sent emails whereas vendor manager's are exclusively sent emails?

If I were to change there anything access-wise, I would not like to give access to various user groups based on the CRM activity type. I would prefer to limit access depending on who the Responsible Person is or perhaps on the Association.

What activity types are used at Diskusija and what typical use scenarios are there for the 3 groups you specified (management, sales, VM)?