Back to Network Management Main Page
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Understand the usage of Network Management within CRM.COM |
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Table of Contents
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What is NetworkManagement Network Management?
Network Management is a module is used to organize your organise a business into Communities, Groups , and Units (aka which are Organisational Units ) and to define how they should collaborate between them, in order to provide the correct level of access to data, according to which organisational unit you belong. Within the Network Management module you have functionality that can be set up to define additional restrictions based on various conditions such as restricting viewing access to specific fields or actions based on entity or organisational conditions,create various automations, such as assignment of tasks to users based on their geographical area, and various other functions, that increase flexibility on definition of access rights within the systemthat represent company departments and hierarchies. Network Management administers Record Level access rights, the access right associated with a User handling a specific Accounts Receivable (not Module and Feature Level access rights which are those of a User accessing the Accounts Receivable module through the Menu). Collaborations can also be set up to enable the sharing of restricted data among departments.
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For information on setting up 'Module Level' restrictions and access rights, view Security Management. |
Network Management Glossary
| Terms | Descriptions |
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| Organisational Unit | Organisational Units are used toorganizethe Used to organise the company’s network and define the collaboration between themUnits. Communities, Groups and Units are all considered organisational unitsOrganisational Units. |
Community
| A Community represents Represents a body of users Users which belong to one or more collaborating business departments, following and follow common or similar business processes, and collaborating with each other. |
| Group | A Group represents Represents a body of users Users which belong to the same department and to one or multiple collaborating teams within the that department, following and follow common business processes, and collaborating with each other. |
| Unit | A Unit represents Represents a body of users Users which belonginthe belong on the same team , following exactly the same and follow identical business processes, without differentiating in any way. |
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Privacy Level | Privacy Levels are used Used to control the access to data and how they can be shared withinorganizationalunits, and sharing of, data within Organisational Units. |
Network Management Key Processes and Concepts
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| Defining Privacy LevelSharing of data between Groups based on Privacy Levels | Privacy Level can be understood as represents a simple value that has no effect on a record but is required by more complex CRM.COM processes to define distinct access level levels to records, based on the collaboration of Organisational Units. Privacy Level by itself it has no effect on the record.For example, take the following scenarioSee example below: Assume you have 2 departments, and each department has access only to Accounts of its own department. Now the 2 departments have merged and they there are two departments with each having access solely to its own Accounts. The two departments merge and should share their data, apart from accounts that belong to people that have signed anon disclosureagreement, and their with the exception of accounts with a non-disclosure agreement and whose data is only to be accessed by the initial department. In the scenario described above example, the sensitive data which are the accounts, will need to should be marked with a High Privacy levelLevel. Once the Group collaboration Collaboration rules are set up , so that the 2 two departments can share data, the records with High Privacy Level can be excluded from the collaboration, so that their access will remain remains restricted to the initial group. | Defining Collaboration of Organisational Units | CRM.COM provides the possibility to create collaborations between communities or between groups. This feature will allow different groups or communities to create/view/edit information that in the first place only one of the collaborative bodies would be able to do so. Note | Visit Setting up Community Collaboration Profiles to find out more information on defining collaboration between Communities Visit Setting up Group Collaboration Profiles to find out more information on defining collaboration between CommunitiesGroup.
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| Network Management Entity Types | Different behaviors related to access rights, within CRM.COM Network Entity types Types are used to categorize and control access to CRM.COM entitiesEntities/modules , as well as and define the global behavior behaviour of these entities based on their network entity type, Entities within the systemSystem. | |||||
| Working with CRM.COM Organisational Units | You have the option to set up CRM.COM can be set up in such a way , as to mimic simulate the structure of your a company, and base your establishing access levels within the system System based on this structure. In moredetailthere There are 3 three levels of OU- Organisational Units (OUs):
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Network
Management - Network CharacteristicsManagement Access & Viewing Controls
Business Network Characteristics define the level of access for each record. i.e. Whether , whether it will be available for selection, for viewing or editing etc.
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| Communities | Entities with Exceptional Viewing Access
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| Groups |
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| Communities |
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Network Management Related Modules
| Interaction EntityHow | Interaction of Network Management with the Entity |
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| All CRM.COM entities | Network Management interacts with all CRM.COM modules as it is responsible for defining access level rights. |
| Explicit Viewing Access Entities |
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Implicit Viewing Access Entities |
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Assignable Entities |
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Controlled Selection Access Entities |
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Network Management - Business Examples
The following section provides business examples to help you understand of how the CRM.COM NetworkManagement Network Management module is used.
Set up Network Management for your business network
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Business Requirement Company ZX would like wants to set up its Network Management for two organisational units: external and internal Organisational Units (External and Internal) with the following structure provided in the following diagram: CRM.COM Solution Configuration
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Set up Automatic Group Assignment
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Business Requirement Company ZX would like wants to set the 'Owned By Group' of all the applicable entities based on the their Geographical area they belong to. They have 3 Owned by Groups, . There are three 'Owned By Groups': London, Birmingham and Manchester.
CRM.COM Solution
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Related Areas
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