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Understand the usage of Network Management within CRM.COM |
What does this section cover?
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What 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
| Terms | Descriptions |
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| Organisational Unit | Organisational Units are used to organize the company’s network and define the collaboration between them. Communities, Groups and Units are all considered organisational units |
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. |
| Group | A 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. |
| Collaboration | The ability to:
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Privacy Level | Privacy Levels are used to control access to data and how they can be shared within organizational units. |
Network Management Key Processes and Concepts
| Processes / Concept | Description |
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| Defining Privacy Level | Privacy Level can be understood as a simple value that is required by more complex CRM.COM processes to define access level to records based on collaboration of Organisational Units. Privacy Level by itself it has no effect on the record. For example, take the following scenario: 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 should share their data, apart from accounts that belong to people that have signed a non disclosure agreement, and their data is only to be accessed by the initial department. In the scenario described above, the sensitive data which are the accounts, will need to be marked with a High Privacy level. Once the Group collaboration rules are set up, so that the 2 departments can share data, the records with High Privacy Level can be excluded from the collaboration, so that their access will remain 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. 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 Communities |
| Network Management Entity Types | Different behaviors related to access rights, within CRM.COM Network Entity types are used to categorize and control access to CRM.COM entities/modules, as well as define global behavior of these entities based on their network entity type, within the system. |
| 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
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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.
| Entity | Network Characteristics |
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| Units | |
| Groups | |
| Communities |
Network Management Related Modules
| Interaction Entity | How |
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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 how CRM.COM Network Management module is used.
Set up Network Management for your business network
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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 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 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
CRM.COM Solution
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