Excerpt

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Understand the usage of Security Management within CRM.COM

What does this section cover?

Table of Contents

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What are Security Management ?

Security Management Glossary

TermDescription

Terms Descriptions
Security Profile Security profiles are used to control access to features
Privacy Level
Privacy levels are used to control access to data and define how they can be shared within organisational units
Organizational Unit
Organizational Units are used to organize the company’s network and define the collaboration between them
CSR Conditional Security Restrictions
ACR Automatic Collaboration Rules
PLAR Privacy Level Assignment Rules
Common Processes The processes which are common for each module of the software such as create, read, update, delete processes.
Additional Processes Any processes which are not considered as common processes

Security Management Key Processes and Concepts

Processes / Concept

Description

EXAMPLE

Allocation Process & Allocation Principles

EXAMPLE

The allocation process is used to allocate credit transactions against debit transactions to settle them.
The allocation process is an automated process triggered every time a financial transaction becomes 'Posted'.
Within CRM.COM, you have the option to select between one of 2 main allocation process principles, that will be applied to all financial transactions within the system;

FIFO :Where a credit is allocated against the oldest available (non-allocated) debit automatically
FIFO & Against Item :Where a credit is allocated first against a designated debit and any remaining amount is allocated FIFO

Security Management Network Characteristics

Network Characteristics define the level of access for each record. i.e. Whether it will be available for selection, for viewing or editing etc.

EXAMPLE

Entity	Network Characteristics
Accounts Receivable Classifications	Privacy Level Groups	Controlled Selection Access Entity

Security Management Related

Modules

Interaction Entity	How

	All Modules	Security Profiles controlled the access of users to all modules

Security Management - Business Examples

The following section provides business examples to help you understand how CRM.COM Security Management module is used.

Title of the Business example

Set up Automatic Collaboration Rule for automatic assignment of Service Requests

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title	Provide a title for the business example. (Keep simple and short)Set up Automatic Collaboration Rule for automatic assignment of Service Requests

Business Requirement

Company ZX would like to make the following automatic assignment to the user: Supervisor

Service Requests of type informational and Privacy Level Super High
All Service Request types that have Privacy Level High
Regardless of the Organizational Unit the user that opened them belongs to

CRM.COM Solution

...........

User Process
- Create a ACR with the following configurations
  - Entity:
    - Service Requests
  - Entity Conditions:
    - Type: Informational and Privacy Level: Super High
    - No Type and Privacy Level: High
  - Organisational Conditions:
    - NONE

Note
More Information on Set up Automatic Collaboration Rule can be found at: Creating Automatic Collaboration Rules (ACR)

Set up visibility conditions on Date of Birth

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title	Set up visibility conditions on Date of Birth

Business Requirement

Company ZX would like to hide Customer's Birthday from users that belong to Customer Service as Birthday is only being used for Marketing Purposes and would not like Customer Service department to have access.

CRM......COM Solution

User Process
Create a CSR with the following configurations
- Entity: Contact Information
- Field Restrictions: Day of Birth
- Organisational Conditions: Customer Service

<<screenshot>>

Note

More Information on Set up visibility conditionscan be found at: Creating Conditional Security Restrictions (CSR)

Set up a Privacy Level to be assigned to Subscriptions of Type London

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title	Set up a Privacy Level to be assigned to Subscriptions of Type London

Business Requirement

Company ZX would like to restrict access to Subscriptions created with type London by applying a high Privacy Level.

CRM.COM Solution

...........

ConfigurationUser Process
- Create a PLAR with the following configurations
  - Name: London Subscriptions
  - State: Active
  - Assignment Options: Specific
  - Privacy Level: High
  - Entity Conditions:
    - Entity: Subscriptions
    - Entity Type: London

<<screenshot>>

Note
More Information on Set up a Privacy Level can be found at: Creating Privacy Level Assignment Rules (PLAR)

Company ZX Audit Trail settings

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title	Company ZX Audit Trail settings

Business Requirement

Company ZX would like to monitor every time a change of address is done.

CRM.COM Solution

Configuration
Create an active Audit Trail record with the following settings
- Entity: Contact Information
- Fields:
  - Contact Information Addresses
  - Contact Information Addresses/Area
  - Contact Information Addresses/Country
  - Contact Information Addresses/District
  - Contact Information Addresses/Municipality
  - Contact Information Addresses/Postal Code
  - Contact Information Addresses/State
  - Contact Information Addresses/Street Name
  - Contact Information Addresses/Street Number
  - Contact Information Addresses/Town
  - Contact Information Addresses/Type

<<screenshot>>

Note

More Information on Specific modules Audit Trail settings can be found at: Setting Audit Trailed Entities

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Versions Compared

Old Version 1

New Version 2

Key

What does this section cover?

What are Security Management ?

Security Management Glossary

Security Management Key Processes and Concepts

Security Management Network Characteristics

Security Management Related

Modules

Security Management - Business Examples

Set up Automatic Collaboration Rule for automatic assignment of Service Requests

Set up visibility conditions on Date of Birth

Set up a Privacy Level to be assigned to Subscriptions of Type London

Company ZX Audit Trail settings

Related Areas

Popular Labels

Terms	Descriptions
Security Profile	Security profiles are used to control access to features
Privacy Level	Privacy levels are used to control access to data and define how they can be shared within organisational units
Organizational Unit	Organizational Units are used to organize the company’s network and define the collaboration between them
CSR	Conditional Security Restrictions
ACR	Automatic Collaboration Rules
PLAR	Privacy Level Assignment Rules
Common Processes	The processes which are common for each module of the software such as create, read, update, delete processes.
Additional Processes	Any processes which are not considered as common processes

Page Comparison

Versions Compared

Old Version 1

New Version 2

Key

What does this section cover?

What are Security Management ?

Security Management Glossary

Security Management Key Processes and Concepts

Security Management Network Characteristics

Security Management Related

Modules

Security Management - Business Examples

Set up Automatic Collaboration Rule for automatic assignment of Service Requests

Set up visibility conditions on Date of Birth

Set up a Privacy Level to be assigned to Subscriptions of Type London

Company ZX Audit Trail settings

Related Areas

Popular Labels