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Understand the usage of Network Management within CRM.COM

What does this section cover?

Table of Contents
minLevel2

What

are

is Network Management ?

Netowrk Management module is used to organize your business into Communities, Groups, and Units (aka 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 system.

Network Management  Glossary

TermsDescriptions

Community

 

A Community represents a body of users which belong to one or more business departments, following common or similar business processes, and collaborating with each other.
GroupA Group represents a body of users which belong to the same department and one or multiple teams within the department, following common business processes, and collaborating with each other
Unit

A Unit represents a body of users which belong in the same team, following exactly the same business processes, without differentiating in any way.

Organizational Unit

Organizational Units are used to organize the company’s network and define the collaboration between them

Collaboration

The ability to:

  1. Share data between Communities or Groups in order to be viewed, modified or assigned
  2. Share Groups, Units or Users between Communities or Groups in order to be used to define ownership or assignments

Privacy Level

Privacy Levels are used to control access to data and how they can be shared within organizational units.

CRM.COM Organisational Structure 

Network Management  Key Processes and Concepts

 

Processes / ConceptDescription

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
  
Network Management  Network
Defining Privacy Level 
Defining Collaboration of Organisational Units 
Working with CRM.COM Organisational Units

You have the option to set up CRM.COM in such a way, to mimic the structure of your company, and base your access levels within the system based on this structure. In more detail there are 3 levels of OU-Organisational Units

  • Communities
    • Multiple single layer Communities can exist.
    • Each Community can have multiple single layer Groups
  • Groups
    • A Group can belong only to one Community
    • Each Group can have multiple Units.
  • Units
    • A Unit can belong only to one Group
    • Units are build in a hierarchical structure, meaning that each Unit can have sub units
    • Each Unit can have multiple Users
    • Users can belong to multiple Units, therefore to multiple Groups or Communities
    • Users login to the system by selecting one of the Units that they belong to

Network 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.N/A

EntityNetwork Characteristics
Units
Groups
Communities

Network Management  Related Modules

Interaction EntityHow
All CRM.COM entitiesNetwork Management interacts with all CRM.COM modules as it is responsible for defining access level rights.
Explicit Viewing Access EntitiesEntities owned by Groups

Image Added

Implicit Viewing Access Entities

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Assignable Entities

Entities assigned to Units

Image Added

Controlled Selection Access Entities

Image Added

 

Network Management  - Business Examples

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

Set up Network Management for your business network

Panel
nameblue
titleCompany ZX wants to set up its organisation network management

Business Requirement

Company ZX would like to set up its Network Management for two organisational units: external and internal with the structure provided in the above following diagram:

Network Management-Organisation ExampleImage Added


 

CRM.COM Solution

...........

Configuration
 

  • Create a community for external organisational units
    • Classify the community as external
  • Create a community for internal organisational units
    • Classify the community as internal
  • Add groups on the internal community (within the community page)
    • Add a groups for managers, classify it as internal
    • Add a group for sales manager, classify it as internal
    • Add a group for sales branch 1, classify it as internal
    • Add a group for sales branch 2, classify it as internal
    • Add a group for finance, classify it as internal
  • Add groups on the external community (within the groups page)
    • Add a group for sales partner 1, classify as external
    • Add a group for sales partner 2, classify as external
  • Add units on sales branch 1 (within the groups page)
    • Add operators sales branch 1 unit
    • Add team leaders sales branch 1 unit
  • Repeat the same for internal and external groups (within the units page)
  • Add a sub unit for each operators sale branch
    • Add call operators sub unit
    • Add vehicle operators sub unit
  • Add users in each unit
    • Add Call Operators Users
    • Add Vehicle Operators Users

 

 

Customizing CRM.COM User Interface

Panel
nameblue
titleCompany ZX wants to customize CRM.COM User Interface

Business Requirement

Company ZX would like to customize CRM.COM User interfaces 

CRM.COM Solution

...........
  • Configuration
     
    • Customize any summary screen that should be applicable for the whole organization
      • Select the fields to be displayed in basic search
      • Select the fields to be displayed in advance search
      • Select the fields to be displayed in results
      • Select the fields to be displayed in expand section
      • Select the order by fields
    • Customize any summary screen that should be applicable for the internal community only
      • Select the fields to be displayed in basic search
      • Select the fields to be displayed in advance search
      • Select the fields to be displayed in results
      • Select the fields to be displayed in expand section
      • Select the order by fields
    • Select the summary screen user preferences for a specific user which belongs to internal community
      • Select which of the predefined fields to be displayed in basic search
      • Select which of the predefined fields to be displayed in advance search
      • Select which of the predefined fields to be displayed in results
      • Select which of the predefined fields to be displayed in expand section
      • Select the order by fields
    • Customize any summary screen by adding new fields that can be used as
      • Basic search criteria
      • Advance search criteria
      • Result fields
      • Expand section fields
      • Order by fields
    • Customize a data entry screen that should be applicable for the whole organisation
      • Select which of the existing information should be displayed in each section
      • Create new sections and tabs using existing fields
      • Re arrange the position and layout of sections and tabs
    • Customize a data entry screen that should be applicable only for internal community
      • Select which of the existing information should be displayed in each section
      • Create new sections and tabs using existing fields
      • Re arrange the position and layout of sections and tabs
    • Customize a data entry screen by adding new information on the screen

 

 

Set up Automatic Group Assignment

Panel
nameblue
titleSet up Automatic Group Assignment

Business Requirement

Company ZX would like to set the Owned By Group of all the applicable entities based on the Geographical area they belong to. They have 3 Owned by Groups, London, Birmingham and Manchester

  • London Metropolitan Area
    • Southend 
    • Chatham 
    • Luton/Dunstable
    • Reading
  • Birmingham metropolitan area
    • Coventry
    • Nuneaton
    • Redditch
    • Kidderminster
  • Manchester metropolitan area
    • Manchester
    • Macclesfield 

CRM.COM Solution...........

  • Configuration
    • Create 3 groups in the system
      • London
      • Birmingham 
      • Manchester
    • For all of the groups select the option: Set as Owner Group Automatically Based on Covered Geographical Areas
    • In the Geographical area of each of the Groups provide the related towns as in the screenshots below
     

<<screenshot>>

  •  
Note

More Information on Setting Up Automatic Group Assignment can be found at: Creating Groups

 

Applying network management restrictions

Panel
nameblue
titleCompany ZX wants to apply network management restrictions

Business Requirement

Company ZX would like to apply network management restrictions 

CRM.COM Solution

...........

  • Configuration
     

    Continuing with the previous Organisational Unit set up:

    • Access CRM.COM using a user which belongs to one or more units
      • Specify username and password
      • Select the unit that the user should log into
    • Access CRM.COM using a user which belongs to all units.
      • Switch to managers unit through the Switch Unit menu
        • User should be able to create, view, modify, delete and assign records owned by any group
        • Users should be able to retrieve information owned by any group, through reports, printouts, summary screens, search screens and dashboards
      • Switch to sales manager unit through the Switch Unit menu
        • User should be able to create, view, modify, delete and assign records owned by any sales manager, sales branch 1 and sales branch 2 group
        • User should be able to view records owned by finance and sales partners
        • Users should be able to retrieve information owned by any sales manager, sales branch 1, sales branch 2, finance and sales partners, through reports, printouts, summary screens, search screens and dashboards
      • Switch to sales branch 1 unit through the Switch Unit menu
        • User should be able to create, view, modify, delete and assign records owned by sales branch 1
        • User should be able to view records owned by finance and sales partners
        • Users should be able to retrieve information owned by sales branch 1, finance and sales partners, through reports, printouts, summary screens, search screens and dashboards
      • Switch to finance unit through the Switch Unit menu
        • User should be able to create, view, modify, delete and assign records owned by finance
        • User should be able to view records owned by sales managers, sales branches and sales partners
        • Users should be able to retrieve information owned by finance, sales manages, sales branches and sales partners, through reports, printouts, summary screens, search screens and dashboards

 

Note

More Information on Applying Network Management Restrictions can be found at: Applying Network Management Restrictions

 

Setting up and using Controlled Selection Access Entities

Panel
nameblue
titleCompany ZX wants to set up and use Controlled Selection Access Entities

Business Requirement

Company ZX would like to set up and use controlled selection access entities, for example a Price Plan 

CRM.COM Solution

...........

  • Configuration
     
    • Set internal community to be able to select one Controlled Selection Access Entity, for example a price plan
      • Access CRM.COM using sales branch 1. 
        • User should be able to view the price plan through summary screen
        • User should be able to set the price plan on a billing term
      • Access CRM.COM using sales partner 1. 
        • User should be able to view the price plan through summary screen
        • User should not be able to set the price plan on a billing term
    • Set sales branch 1 and sales branch 2 to be able to select one Controlled Selection Access Entity, for example a price plan
      • Access CRM.COM using sales branch 1. 
        • User should be able to view the price plan through summary screen
        • User should be able to set the price plan on a billing term
      • Access CRM.COM using sales branch 2. 
        • User should be able to view the price plan through summary screen
        • User should be able to set the price plan on a billing term
      • Access CRM.COM using sales partner 1. 
        • User should be able to view the price plan through summary screen
        • User should not be able to set the price plan on a billing term
    • Set operators sales branch 1 and operators sales branch 2 to be able to select one Controlled Selection Access Entity, for example a price plan
      • Access CRM.COM using sales branch 1. 
        • User should be able to view the price plan through summary screen
        • User should be able to set the price plan on a billing term
      • Access CRM.COM using sales branch 2. 
        • User should be able to view the price plan through summary screen
        • User should be able to set the price plan on a billing term
      • Access CRM.COM using sales partner 1. 
        • User should be able to view the price plan through summary screen
        • User should not be able to set the price plan on a billing term

 

Note

More Information on Controlled Selection Entities can be found at:Understanding CRM.COM Entity Types

 

Using Assignable Entities

Panel
nameblue
titleCompany ZX wants to use Assignable Entities

Business Requirement

Company ZX would like to use assignable entities 

CRM.COM Solution

...........

  • Configuration
     
    • Assign a record, owned by your group, to a specific user (and unit)
    • Assign a record, owned by your group, to a specific unit
    • Assign a record, owned by a collaborating group, to a specific user (and unit)
    • Assign a records, owned by a collaborating group, to a specific unit
    • Assign a record, owned by a collaborating community and group, to a specific user (and unit)
    • Assign a record, owned by a collaboration community and group, to a specific unit
    • Search and accept a record belonging to your unit
      • Accept the record so that you can modify it
      • On accepting the record, it should automatically be assigned to you
    • View records which are assigned to units that you don't belong to

 

Note

More Information on Assignable Entities can be found at:Understanding CRM.COM Entity Types

 

Set up Collaboration Profiles

Panel
nameblue
titleCompany ZX wants to set up collaboration profiles

Business Requirement

Company ZX would like to set up collaboration profiles for each community based on the following business rules

  • Internal community: The records of this community cannot be viewed by the external community
  • External community: The records of this community can also be viewed by the internal community

 

CRM.COM Solution

...........

  • Configuration 

    Continuing with the previous Organisational Unit set up:

    • Set up collaboration profiles for each group, based on the following business rules
      • Managers: Records created by managers cannot be viewed by any other groups
      • Sales Managers: Records created by sales managers can also be viewed, modified and assigned my managers. Finance group can only view those records
      • Sales Branch 1: Records created by sales branch 1 can also be viewed, modified and assigned my managers and sales managers. Finance and sales branch 2 groups can only view those records
      • Sales Branch 2: Records created by sales branch 2 can also be viewed, modified and assigned my managers and sales managers. Finance and sales branch 1 group can only view those records
      • Finance: Records created by sales branch 1 can also be viewed, modified and assigned my managers. The rest of the groups can only view those records
      • Sales Partner 1: : Records created by sales partner 1 can also be viewed, modified and assigned my managers. The rest of the groups can only view those records
      • Sales Partner 2: : Records created by sales partner 2 can also be viewed, modified and assigned my managers. The rest of the groups can only view those records

 

Note

More Information on Collaboration Profiles can be found at: Using Community Collaboration ProfilesGroup

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